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 | $750,479 | $107,791+596.2% | $90,645+727.9% | $135,375+454.4% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -5.67% | -0.90%-4.8pp | 1.88%-7.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,500 | $3,018+49.1% | $2,532+77.7% | $4,779-5.8% |
| Participant deferral / active EE | $16,333 | $3,872+321.8% | $3,425+376.9% | $5,609+191.2% |
| Admin fee / account holder | $25 | $5,930-99.6% | $4,994-99.5% | $10,827-99.8% |