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 | $330,828 | $127,777+158.9% | $106,548+210.5% | $167,490+97.5% |
| Participation rate | 25.0% | 78.3%-53.3pp | 76.1%-51.1pp | 82.1%-57.1pp |
| Annual return | 19.81% | 33.87%-14.1pp | 26.80%-7.0pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,265 | $3,427-63.1% | $2,819-55.1% | $4,837-73.8% |
| Participant deferral / active EE | $12,924 | $5,087+154.0% | $4,398+193.8% | $6,341+103.8% |
| Admin fee / account holder | $120 | $11,228-98.9% | $7,407-98.4% | $12,309-99.0% |