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 | $395,216 | $115,882+241.0% | $100,516+293.2% | $158,922+148.7% |
| Participation rate | 20.0% | 81.6%-61.6pp | 79.4%-59.4pp | 82.0%-62.0pp |
| Annual return | 36.28% | 34.79%+1.5pp | 30.89%+5.4pp | 302.83%-266.5pp |
| Employer contribution / active EE | $1,293 | $4,103-68.5% | $3,418-62.2% | $4,761-72.9% |
| Participant deferral / active EE | $3,750 | $6,674-43.8% | $6,270-40.2% | $5,982-37.3% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |