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 9-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 | $332,829 | $106,543+212.4% | $91,220+264.9% | $134,475+147.5% |
| Participation rate | 10.0% | 76.8%-66.8pp | 73.2%-63.2pp | 81.2%-71.2pp |
| Annual return | -13.05% | 160.60%-173.6pp | 114.01%-127.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $497 | $3,331-85.1% | $2,850-82.6% | $4,740-89.5% |
| Participant deferral / active EE | $2,050 | $4,719-56.6% | $4,234-51.6% | $6,400-68.0% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |