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 | $2,278,601 | $105,860+2052.5% | $90,749+2410.9% | $134,475+1594.4% |
| Participation rate | 11.8% | 78.2%-66.5pp | 75.7%-63.9pp | 81.2%-69.5pp |
| Annual return | 2.23% | -11.01%+13.2pp | -12.16%+14.4pp | 417.96%-415.7pp |
| Employer contribution / active EE | $4,765 | $3,462+37.6% | $2,921+63.1% | $4,740+0.5% |
| Participant deferral / active EE | $3,176 | $5,216-39.1% | $4,564-30.4% | $6,400-50.4% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |