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 9-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 | $296,207 | $71,050+316.9% | $93,606+216.4% | $80,856+266.3% |
| Participation rate | 10.3% | 60.4%-50.1pp | 68.7%-58.4pp | 67.6%-57.3pp |
| Annual return | 16.36% | 11.26%+5.1pp | 133.20%-116.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,002 | $1,564-35.9% | $2,420-58.6% | $2,755-63.6% |
| Participant deferral / active EE | $1,586 | $4,034-60.7% | $4,411-64.0% | $4,296-63.1% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |