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 5-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 | $272,423 | $127,065+114.4% | $113,168+140.7% | $142,382+91.3% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | 21.24% | 24.03%-2.8pp | 24.27%-3.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,000 | $3,442-70.9% | $2,975-66.4% | $4,299-76.7% |
| Participant deferral / active EE | $9,167 | $5,716+60.4% | $5,107+79.5% | $6,507+40.9% |
| Admin fee / account holder | $70 | $15,736-99.6% | $12,068-99.4% | $12,624-99.4% |