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 | $279,859 | $142,405+96.5% | $115,157+143.0% | $152,861+83.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 27.80% | 41.48%-13.7pp | 35.60%-7.8pp | 345.32%-317.5pp |
| Employer contribution / active EE | $2,307 | $4,010-42.5% | $3,179-27.4% | $4,762-51.6% |
| Participant deferral / active EE | $7,071 | $5,164+36.9% | $4,168+69.6% | $5,850+20.9% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |