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 8-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 | $251,168 | $78,672+219.3% | $109,143+130.1% | $85,850+192.6% |
| Participation rate | 31.3% | 68.3%-37.0pp | 75.9%-44.6pp | 69.3%-38.1pp |
| Annual return | 16.27% | 25.09%-8.8pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,020 | $2,735-62.7% | $3,722-72.6% | $2,565-60.2% |
| Participant deferral / active EE | $3,115 | $3,467-10.2% | $4,653-33.1% | $3,952-21.2% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |