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 8-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 | $326,977 | $159,602+104.9% | $150,045+117.9% | $142,382+129.6% |
| Participation rate | 52.9% | 84.0%-31.0pp | 82.3%-29.4pp | 80.1%-27.2pp |
| Annual return | 15.91% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,339 | $4,961-73.0% | $4,693-71.5% | $4,299-68.8% |
| Participant deferral / active EE | $2,569 | $8,310-69.1% | $7,997-67.9% | $6,507-60.5% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |