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 | $361,413 | $172,478+109.5% | $145,661+148.1% | $142,382+153.8% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.2%-43.9pp | 80.1%-46.8pp |
| Annual return | 16.09% | 151.09%-135.0pp | 101.46%-85.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,433 | $8,348-34.9% | $7,198-24.5% | $6,507-16.5% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |