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 6-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 | $275,486 | $227,553+21.1% | $189,557+45.3% | $167,490+64.5% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.4%-53.4pp | 82.1%-57.1pp |
| Annual return | 37.87% | 78.40%-40.5pp | 64.17%-26.3pp | 478.56%-440.7pp |
| Employer contribution / active EE | $821 | $5,316-84.6% | $4,412-81.4% | $4,837-83.0% |
| Participant deferral / active EE | $6,500 | $7,002-7.2% | $6,174+5.3% | $6,341+2.5% |
| Admin fee / account holder | $5 | $11,878-100.0% | $9,807-99.9% | $12,309-100.0% |