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 | $459,286 | $99,918+359.7% | $81,382+464.4% | $145,922+214.7% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.5%-40.9pp | 80.3%-51.7pp |
| Annual return | 26.11% | 34.32%-8.2pp | 24.73%+1.4pp | 561.29%-535.2pp |
| Employer contribution / active EE | $888 | $2,978-70.2% | $2,463-64.0% | $4,660-80.9% |
| Participant deferral / active EE | $10,521 | $4,605+128.5% | $3,883+170.9% | $6,688+57.3% |
| Admin fee / account holder | $82 | $8,212-99.0% | $5,768-98.6% | $13,397-99.4% |