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 | $457,515 | $154,117+196.9% | $129,995+251.9% | $139,434+228.1% |
| Participation rate | 47.8% | 82.0%-34.1pp | 78.5%-30.7pp | 80.3%-32.5pp |
| Annual return | 22.71% | 32.48%-9.8pp | -137.18%+159.9pp | 372.94%-350.2pp |
| Employer contribution / active EE | $2,327 | $5,289-56.0% | $4,320-46.1% | $4,751-51.0% |
| Participant deferral / active EE | $8,756 | $6,710+30.5% | $5,820+50.4% | $6,710+30.5% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |