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 | $332,847 | $100,852+230.0% | $90,404+268.2% | $158,922+109.4% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | 18.06% | 1724.20%-1706.1pp | 1293.02%-1275.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $306 | $3,689-91.7% | $3,262-90.6% | $4,761-93.6% |
| Participant deferral / active EE | $2,981 | $4,348-31.4% | $3,963-24.8% | $5,982-50.2% |
| Admin fee / account holder | $269 | $6,501-95.9% | $5,611-95.2% | $11,246-97.6% |