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 | $278,043 | $127,065+118.8% | $113,168+145.7% | $142,382+95.3% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | 21.57% | 24.03%-2.5pp | 24.27%-2.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $860 | $3,442-75.0% | $2,975-71.1% | $4,299-80.0% |
| Participant deferral / active EE | $4,067 | $5,716-28.9% | $5,107-20.4% | $6,507-37.5% |
| Admin fee / account holder | $120 | $15,736-99.2% | $12,068-99.0% | $12,624-99.0% |