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 | $308,442 | $190,805+61.7% | $159,960+92.8% | $134,475+129.4% |
| Participation rate | 28.6% | 81.9%-53.4pp | 78.0%-49.4pp | 81.2%-52.7pp |
| Annual return | -9.24% | 552.23%-561.5pp | 408.60%-417.8pp | 417.96%-427.2pp |
| Employer contribution / active EE | $1,348 | $4,995-73.0% | $4,226-68.1% | $4,740-71.6% |
| Participant deferral / active EE | $2,961 | $6,923-57.2% | $6,182-52.1% | $6,400-53.7% |
| Admin fee / account holder | $60 | $10,471-99.4% | $8,698-99.3% | $11,426-99.5% |