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 | $505,589 | $163,101+210.0% | $136,749+269.7% | $142,382+255.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 12.45% | 27.54%-15.1pp | 24.33%-11.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $822 | $4,117-80.0% | $3,400-75.8% | $4,299-80.9% |
| Participant deferral / active EE | $10,542 | $5,585+88.8% | $4,692+124.7% | $6,507+62.0% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |