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 9-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 | $330,169 | $159,602+106.9% | $150,045+120.0% | $142,382+131.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 17.76% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,044 | $4,961-78.9% | $4,693-77.7% | $4,299-75.7% |
| Participant deferral / active EE | $15,356 | $8,310+84.8% | $7,997+92.0% | $6,507+136.0% |
| Admin fee / account holder | $40 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |