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 | $343,598 | $149,734+129.5% | $118,925+188.9% | $158,922+116.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 17.66% | 19.95%-2.3pp | 35.88%-18.2pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,267 | $4,115-44.9% | $3,263-30.5% | $4,761-52.4% |
| Participant deferral / active EE | $7,283 | $5,223+39.4% | $4,265+70.8% | $5,982+21.7% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |