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 | $341,024 | $180,028+89.4% | $138,135+146.9% | $158,922+114.6% |
| Participation rate | 42.9% | 82.2%-39.4pp | 78.7%-35.8pp | 82.0%-39.1pp |
| Annual return | 23.66% | 21.68%+2.0pp | 20.51%+3.2pp | 302.83%-279.2pp |
| Employer contribution / active EE | $2,167 | $7,470-71.0% | $5,587-61.2% | $4,761-54.5% |
| Participant deferral / active EE | $3,986 | $7,717-48.4% | $6,431-38.0% | $5,982-33.4% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |