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 | $265,819 | $129,942+104.6% | $104,294+154.9% | $134,475+97.7% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -15.84% | 42.03%-57.9pp | 24.61%-40.5pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,309 | $4,184-44.8% | $3,372-31.5% | $4,740-51.3% |
| Participant deferral / active EE | $10,248 | $5,588+83.4% | $4,625+121.6% | $6,400+60.1% |
| Admin fee / account holder | $50 | $9,323-99.5% | $7,339-99.3% | $11,426-99.6% |