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 | $469,215 | $183,519+155.7% | $155,509+201.7% | $145,922+221.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.87% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,605 | $5,313-69.8% | $4,672-65.7% | $4,660-65.6% |
| Participant deferral / active EE | $6,320 | $6,462-2.2% | $5,626+12.3% | $6,688-5.5% |
| Admin fee / account holder | $70 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |