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 | $380,452 | $202,432+87.9% | $169,368+124.6% | $139,434+172.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 17.41% | 531.74%-514.3pp | 405.60%-388.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,603 | $4,692-65.8% | $4,013-60.0% | $4,751-66.3% |
| Participant deferral / active EE | $6,413 | $6,938-7.6% | $6,221+3.1% | $6,710-4.4% |
| Admin fee / account holder | $29 | $10,708-99.7% | $9,003-99.7% | $11,403-99.7% |