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 | $407,982 | $167,307+143.9% | $143,757+183.8% | $134,475+203.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -6.16% | 0.46%-6.6pp | -0.04%-6.1pp | 417.96%-424.1pp |
| Employer contribution / active EE | $1,364 | $5,619-75.7% | $4,951-72.4% | $4,740-71.2% |
| Participant deferral / active EE | $7,911 | $6,446+22.7% | $5,637+40.3% | $6,400+23.6% |
| Admin fee / account holder | $138 | $18,088-99.2% | $14,673-99.1% | $11,426-98.8% |