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 | $413,980 | $124,281+233.1% | $109,143+279.3% | $167,490+147.2% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 10.84% | 26.04%-15.2pp | 25.75%-14.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,604 | $4,207-14.3% | $3,722-3.2% | $4,837-25.5% |
| Participant deferral / active EE | $8,005 | $5,255+52.3% | $4,653+72.0% | $6,341+26.2% |
| Admin fee / account holder | $196 | $7,970-97.5% | $6,752-97.1% | $12,309-98.4% |