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 | $309,761 | $175,202+76.8% | $149,673+107.0% | $139,434+122.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 29.45% | 166.71%-137.3pp | 134.42%-105.0pp | 372.94%-343.5pp |
| Employer contribution / active EE | $2,300 | $5,474-58.0% | $4,818-52.3% | $4,751-51.6% |
| Participant deferral / active EE | $11,313 | $6,519+73.5% | $5,680+99.2% | $6,710+68.6% |
| Admin fee / account holder | $145 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |