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 | $431,199 | $95,266+352.6% | $82,389+423.4% | $142,382+202.8% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.5%-44.5pp | 80.1%-55.1pp |
| Annual return | 15.06% | 25.74%-10.7pp | 28.67%-13.6pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,500 | $2,991-49.9% | $2,517-40.4% | $4,299-65.1% |
| Participant deferral / active EE | $1,500 | $4,809-68.8% | $4,155-63.9% | $6,507-76.9% |
| Admin fee / account holder | $120 | $8,563-98.6% | $7,231-98.3% | $12,624-99.0% |