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 | $687,515 | $177,572+287.2% | $154,803+344.1% | $142,382+382.9% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 18.53% | 65.07%-46.5pp | 58.88%-40.4pp | 217.08%-198.5pp |
| Employer contribution / active EE | $14,499 | $4,810+201.4% | $4,305+236.8% | $4,299+237.3% |
| Participant deferral / active EE | $7,990 | $6,272+27.4% | $5,540+44.2% | $6,507+22.8% |
| Admin fee / account holder | $36 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |