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 | $493,621 | $126,574+290.0% | $106,213+364.7% | $145,922+238.3% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 16.73% | 224.79%-208.1pp | 116.14%-99.4pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,479 | $3,730-60.3% | $3,171-53.4% | $4,660-68.3% |
| Participant deferral / active EE | $15,125 | $5,724+164.3% | $5,016+201.5% | $6,688+126.2% |
| Admin fee / account holder | $120 | $17,304-99.3% | $11,033-98.9% | $13,397-99.1% |