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 | $264,612 | $157,256+68.3% | $141,162+87.5% | $152,861+73.1% |
| Participation rate | 12.5% | 84.8%-72.3pp | 82.5%-70.0pp | 82.4%-69.9pp |
| Annual return | 20.48% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,375 | $7,109-66.6% | $6,709-64.6% | $5,850-59.4% |
| Admin fee / account holder | $283 | $12,120-97.7% | $10,261-97.2% | $11,596-97.6% |