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 | $256,867 | $155,788+64.9% | $124,672+106.0% | $167,490+53.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 10.26% | 17.97%-7.7pp | 5142.93%-5132.7pp | 478.56%-468.3pp |
| Employer contribution / active EE | $5,101 | $4,163+22.5% | $3,324+53.5% | $4,837+5.5% |
| Participant deferral / active EE | $9,178 | $5,673+61.8% | $4,614+98.9% | $6,341+44.7% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |