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 | $404,464 | $106,515+279.7% | $96,683+318.3% | $139,434+190.1% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 30.17% | 38.43%-8.3pp | 35.69%-5.5pp | 372.94%-342.8pp |
| Employer contribution / active EE | $809 | $4,103-80.3% | $3,737-78.3% | $4,751-83.0% |
| Participant deferral / active EE | $4,569 | $5,454-16.2% | $4,878-6.3% | $6,710-31.9% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |