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 | $292,148 | $159,901+82.7% | $146,958+98.8% | $145,922+100.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.21% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,619 | $5,286-50.5% | $4,933-46.9% | $4,660-43.8% |
| Participant deferral / active EE | $11,631 | $8,428+38.0% | $8,070+44.1% | $6,688+73.9% |
| Admin fee / account holder | $190 | $15,044-98.7% | $12,998-98.5% | $13,397-98.6% |