See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $481,112 | $127,386+277.7% | $115,037+318.2% | $125,391+283.7% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -0.26% | 31.28%-31.5pp | 26.14%-26.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $6,164 | $5,166+19.3% | $4,608+33.8% | $4,866+26.7% |
| Participant deferral / active EE | $13,920 | $6,423+116.7% | $6,026+131.0% | $5,352+160.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |