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 | $361,681 | $108,642+232.9% | $74,701+384.2% | $152,861+136.6% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 1.58% | 114.06%-112.5pp | 752.92%-751.3pp | 345.32%-343.7pp |
| Employer contribution / active EE | $2,363 | $1,503+57.2% | $1,084+118.1% | $4,762-50.4% |
| Participant deferral / active EE | $10,906 | $2,712+302.1% | $1,964+455.4% | $5,850+86.4% |
| Admin fee / account holder | $20 | $4,902-99.6% | $3,333-99.4% | $11,596-99.8% |