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 | $356,757 | $115,770+208.2% | $101,248+252.4% | $158,922+124.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 10.97% | 56.14%-45.2pp | 46.47%-35.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,471 | $4,175-64.8% | $3,660-59.8% | $4,761-69.1% |
| Participant deferral / active EE | $9,392 | $4,957+89.5% | $4,370+114.9% | $5,982+57.0% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |