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 | $262,081 | $80,717+224.7% | $154,803+69.3% | $84,808+209.0% |
| Participation rate | 50.0% | 66.8%-16.8pp | 78.1%-28.1pp | 68.3%-18.3pp |
| Annual return | 14.47% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $526 | $2,761-80.9% | $4,305-87.8% | $2,631-80.0% |
| Participant deferral / active EE | $3,909 | $3,303+18.4% | $5,540-29.4% | $4,212-7.2% |
| Admin fee / account holder | $21 | $6,746-99.7% | $14,329-99.9% | $7,344-99.7% |