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 7-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 | $279,202 | $140,940+98.1% | $112,229+148.8% | $139,434+100.2% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 22.63% | 32.71%-10.1pp | 30.20%-7.6pp | 372.94%-350.3pp |
| Employer contribution / active EE | $4,650 | $4,283+8.6% | $3,430+35.6% | $4,751-2.1% |
| Participant deferral / active EE | $11,250 | $5,874+91.5% | $4,798+134.5% | $6,710+67.7% |
| Admin fee / account holder | $120 | $9,954-98.8% | $7,748-98.5% | $11,403-98.9% |