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 | $369,132 | $165,984+122.4% | $164,813+124.0% | $145,922+153.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 18.24% | 100.03%-81.8pp | 69.93%-51.7pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,000 | $5,273-43.1% | $4,341-30.9% | $4,660-35.6% |
| Participant deferral / active EE | $8,125 | $6,959+16.8% | $6,031+34.7% | $6,688+21.5% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,690-99.8% | $13,397-99.9% |