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 | $1,347,408 | $99,079+1259.9% | $77,999+1627.5% | $273,961+391.8% |
| Participation rate | 11.1% | 78.6%-67.5pp | 75.5%-64.4pp | 83.0%-71.9pp |
| Annual return | 24.37% | 217.93%-193.6pp | 425.96%-401.6pp | 41.45%-17.1pp |
| Employer contribution / active EE | $3,222 | $3,308-2.6% | $2,470+30.5% | $4,869-33.8% |
| Participant deferral / active EE | $2,667 | $4,306-38.1% | $3,497-23.7% | $5,287-49.6% |
| Admin fee / account holder | $80 | $8,954-99.1% | $5,480-98.5% | $10,132-99.2% |