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 | $286,409 | $118,450+141.8% | $98,439+190.9% | $139,434+105.4% |
| Participation rate | 58.3% | 77.4%-19.1pp | 75.2%-16.8pp | 80.3%-22.0pp |
| Annual return | 262.39% | 18.94%+243.4pp | 21.16%+241.2pp | 372.94%-110.6pp |
| Employer contribution / active EE | $961 | $3,609-73.4% | $3,048-68.5% | $4,751-79.8% |
| Participant deferral / active EE | $6,290 | $5,392+16.7% | $4,738+32.8% | $6,710-6.3% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |