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 | $335,083 | $99,877+235.5% | $84,966+294.4% | $145,922+129.6% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 30.20% | 83.76%-53.6pp | 66.38%-36.2pp | 561.29%-531.1pp |
| Employer contribution / active EE | $2,350 | $3,231-27.3% | $2,727-13.8% | $4,660-49.6% |
| Participant deferral / active EE | $3,954 | $5,291-25.3% | $4,519-12.5% | $6,688-40.9% |
| Admin fee / account holder | $120 | $7,248-98.3% | $6,149-98.0% | $13,397-99.1% |