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 | $401,037 | $101,069+296.8% | $81,478+392.2% | $147,584+171.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 15.31% | 32.40%-17.1pp | 38.78%-23.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $3,488 | $3,205+8.8% | $2,568+35.8% | $4,876-28.5% |
| Participant deferral / active EE | $18,088 | $4,242+326.4% | $3,537+411.4% | $5,439+232.6% |
| Admin fee / account holder | -$1,418 | $5,812-124.4% | $4,561-131.1% | $10,885-113.0% |