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 | $298,063 | $60,022+396.6% | $88,946+235.1% | $84,808+251.5% |
| Participation rate | 22.9% | 57.8%-35.0pp | 68.8%-46.0pp | 68.3%-45.5pp |
| Annual return | 14.80% | 22.43%-7.6pp | 57.82%-43.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,059 | $1,703-37.8% | $2,555-58.5% | $2,631-59.7% |
| Participant deferral / active EE | $3,130 | $3,114+0.5% | $4,581-31.7% | $4,212-25.7% |
| Admin fee / account holder | $5 | $4,811-99.9% | $8,261-99.9% | $7,344-99.9% |