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 | $346,034 | $107,791+221.0% | $90,645+281.7% | $135,375+155.6% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | -9.68% | -0.90%-8.8pp | 1.88%-11.6pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,333 | $3,018-22.7% | $2,532-7.8% | $4,779-51.2% |
| Participant deferral / active EE | $8,000 | $3,872+106.6% | $3,425+133.6% | $5,609+42.6% |
| Admin fee / account holder | $40 | $5,930-99.3% | $4,994-99.2% | $10,827-99.6% |