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 | $361,587 | $95,971+276.8% | $74,550+385.0% | $135,375+167.1% |
| Participation rate | 30.8% | 75.7%-44.9pp | 69.1%-38.4pp | 82.6%-51.9pp |
| Annual return | 1.93% | 56.96%-55.0pp | 32.53%-30.6pp | 519.73%-517.8pp |
| Employer contribution / active EE | $844 | $2,716-68.9% | $1,961-57.0% | $4,779-82.3% |
| Participant deferral / active EE | $934 | $3,843-75.7% | $3,108-69.9% | $5,609-83.3% |
| Admin fee / account holder | $185 | $6,522-97.2% | $5,060-96.3% | $10,827-98.3% |