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 | $253,460 | $102,604+147.0% | $86,188+194.1% | $139,434+81.8% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.0%-40.4pp | 80.3%-51.7pp |
| Annual return | 14.08% | 1922.51%-1908.4pp | 1168.45%-1154.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,992 | $3,032-34.3% | $2,380-16.3% | $4,751-58.1% |
| Participant deferral / active EE | $5,356 | $4,676+14.6% | $3,985+34.4% | $6,710-20.2% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |