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 | $341,436 | $159,602+113.9% | $150,045+127.6% | $142,382+139.8% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 14.11% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,437 | $4,961-71.0% | $4,693-69.4% | $4,299-66.6% |
| Participant deferral / active EE | $3,946 | $8,310-52.5% | $7,997-50.7% | $6,507-39.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |