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 | $294,403 | $209,832+40.3% | $189,513+55.3% | $167,490+75.8% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 13.93% | 748.27%-734.3pp | 555.15%-541.2pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,666 | $6,914-75.9% | $6,162-73.0% | $4,837-65.6% |
| Participant deferral / active EE | $17,918 | $8,935+100.5% | $8,221+118.0% | $6,341+182.6% |
| Admin fee / account holder | $149 | $14,293-99.0% | $12,045-98.8% | $12,309-98.8% |