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 | $319,844 | $74,888+327.1% | $71,209+349.2% | $142,382+124.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 19.59% | 345.14%-325.6pp | 282.51%-262.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,674 | $2,854-41.3% | $2,721-38.5% | $4,299-61.1% |
| Participant deferral / active EE | $7,022 | $4,454+57.7% | $4,175+68.2% | $6,507+7.9% |
| Admin fee / account holder | $42 | $5,568-99.3% | $5,349-99.2% | $12,624-99.7% |