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 | $1,388,380 | $177,572+681.9% | $154,803+796.9% | $142,382+875.1% |
| Participation rate | 30.0% | 82.1%-52.1pp | 78.1%-48.1pp | 80.1%-50.1pp |
| Annual return | 17.44% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,459 | $4,810-69.7% | $4,305-66.1% | $4,299-66.1% |
| Participant deferral / active EE | $7,469 | $6,272+19.1% | $5,540+34.8% | $6,507+14.8% |
| Admin fee / account holder | $83 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |