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 | $439,329 | $160,055+174.5% | $140,016+213.8% | $135,375+224.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -3.77% | 911.38%-915.2pp | 651.12%-654.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,726 | $6,420-73.1% | $5,606-69.2% | $4,779-63.9% |
| Participant deferral / active EE | $6,323 | $7,642-17.3% | $6,927-8.7% | $5,609+12.7% |
| Admin fee / account holder | $270 | $13,328-98.0% | $10,705-97.5% | $10,827-97.5% |