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 | $261,071 | $106,543+145.0% | $91,220+186.2% | $134,475+94.1% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -18.24% | 160.60%-178.8pp | 114.01%-132.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $581 | $3,331-82.5% | $2,850-79.6% | $4,740-87.7% |
| Participant deferral / active EE | $6,833 | $4,719+44.8% | $4,234+61.4% | $6,400+6.8% |
| Admin fee / account holder | $31 | $6,231-99.5% | $5,420-99.4% | $11,426-99.7% |