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 | $279,394 | $95,266+193.3% | $82,389+239.1% | $142,382+96.2% |
| Participation rate | 27.8% | 74.5%-46.7pp | 69.5%-41.8pp | 80.1%-52.3pp |
| Annual return | 19.68% | 25.74%-6.1pp | 28.67%-9.0pp | 217.08%-197.4pp |
| Employer contribution / active EE | $833 | $2,991-72.1% | $2,517-66.9% | $4,299-80.6% |
| Participant deferral / active EE | $7,417 | $4,809+54.2% | $4,155+78.5% | $6,507+14.0% |
| Admin fee / account holder | $5 | $8,563-99.9% | $7,231-99.9% | $12,624-100.0% |