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 | $409,049 | $88,751+360.9% | $81,812+400.0% | $145,922+180.3% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.3%-26.9pp | 80.3%-34.8pp |
| Annual return | 11.87% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,671 | $3,083-45.8% | $2,912-42.6% | $4,660-64.1% |
| Participant deferral / active EE | $4,629 | $4,643-0.3% | $4,319+7.2% | $6,688-30.8% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |