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 | $255,234 | $102,317+149.5% | $146,958+73.7% | $80,856+215.7% |
| Participation rate | 58.3% | 75.8%-17.5pp | 82.2%-23.8pp | 67.6%-9.3pp |
| Annual return | 14.64% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,065 | $3,713-44.4% | $4,933-58.1% | $2,755-25.0% |
| Participant deferral / active EE | $5,965 | $6,644-10.2% | $8,070-26.1% | $4,296+38.9% |
| Admin fee / account holder | $287 | $7,941-96.4% | $12,998-97.8% | $6,918-95.9% |