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 | $379,372 | $127,065+198.6% | $113,168+235.2% | $142,382+166.4% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 17.07% | 24.03%-7.0pp | 24.27%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,930 | $3,442-43.9% | $2,975-35.1% | $4,299-55.1% |
| Participant deferral / active EE | $5,963 | $5,716+4.3% | $5,107+16.8% | $6,507-8.4% |
| Admin fee / account holder | $23 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |