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 | $254,154 | $106,584+138.5% | $101,326+150.8% | $142,382+78.5% |
| Participation rate | 33.3% | 82.7%-49.4pp | 81.5%-48.2pp | 80.1%-46.8pp |
| Annual return | 16.57% | 36.93%-20.4pp | 36.82%-20.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,483 | $3,956-37.2% | $3,665-32.3% | $4,299-42.2% |
| Participant deferral / active EE | $7,888 | $8,297-4.9% | $7,994-1.3% | $6,507+21.2% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |