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 | $370,191 | $89,753+312.5% | $107,525+244.3% | $84,808+336.5% |
| Participation rate | 46.2% | 68.1%-21.9pp | 75.1%-28.9pp | 68.3%-22.2pp |
| Annual return | 52.96% | 29.48%+23.5pp | 181.32%-128.4pp | 40.90%+12.1pp |
| Employer contribution / active EE | $3,022 | $3,113-2.9% | $3,754-19.5% | $2,631+14.9% |
| Participant deferral / active EE | $6,121 | $4,056+50.9% | $5,116+19.7% | $4,212+45.3% |
| Admin fee / account holder | $92 | $7,222-98.7% | $8,919-99.0% | $7,344-98.7% |