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 | $396,908 | $93,024+326.7% | $77,024+415.3% | $134,475+195.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -15.13% | 62.60%-77.7pp | 42.32%-57.4pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,331 | $3,418-61.1% | $2,812-52.7% | $4,740-71.9% |
| Participant deferral / active EE | $10,387 | $5,238+98.3% | $4,426+134.7% | $6,400+62.3% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |