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 | $437,463 | $167,484+161.2% | $151,611+188.5% | $134,475+225.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -4.72% | 7.80%-12.5pp | 3.33%-8.1pp | 417.96%-422.7pp |
| Employer contribution / active EE | $32,761 | $6,829+379.7% | $6,166+431.3% | $4,740+591.2% |
| Participant deferral / active EE | $18,178 | $8,986+102.3% | $8,363+117.4% | $6,400+184.0% |
| Admin fee / account holder | -$189 | $13,783-101.4% | $11,616-101.6% | $11,426-101.7% |