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 | $361,553 | $84,402+328.4% | $61,373+489.1% | $134,475+168.9% |
| Participation rate | 36.4% | 62.2%-25.8pp | 52.6%-16.2pp | 81.2%-44.9pp |
| Annual return | -7.02% | 584.55%-591.6pp | 338.61%-345.6pp | 417.96%-425.0pp |
| Employer contribution / active EE | $247 | $1,544-84.0% | $1,159-78.7% | $4,740-94.8% |
| Participant deferral / active EE | $495 | $2,819-82.4% | $2,125-76.7% | $6,400-92.3% |
| Admin fee / account holder | $9 | $2,585-99.7% | $2,130-99.6% | $11,426-99.9% |