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 | $321,985 | $157,256+104.8% | $141,162+128.1% | $152,861+110.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 30.09% | 64.32%-34.2pp | 71.39%-41.3pp | 345.32%-315.2pp |
| Employer contribution / active EE | $3,571 | $5,261-32.1% | $4,735-24.6% | $4,762-25.0% |
| Participant deferral / active EE | $13,339 | $7,109+87.6% | $6,709+98.8% | $5,850+128.0% |
| Admin fee / account holder | -$12 | $12,120-100.1% | $10,261-100.1% | $11,596-100.1% |