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 | $436,882 | $100,773+333.5% | $88,946+391.2% | $142,382+206.8% |
| Participation rate | 20.0% | 74.3%-54.3pp | 68.8%-48.8pp | 80.1%-60.1pp |
| Annual return | 20.67% | 70.18%-49.5pp | 57.82%-37.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,905 | $2,918-34.7% | $2,555-25.4% | $4,299-55.7% |
| Participant deferral / active EE | $4,603 | $5,230-12.0% | $4,581+0.5% | $6,507-29.3% |
| Admin fee / account holder | $120 | $9,693-98.8% | $8,261-98.5% | $12,624-99.0% |