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 4-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 | $264,814 | $93,024+184.7% | $77,024+243.8% | $134,475+96.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,183 | $3,418-6.9% | $2,812+13.2% | $4,740-32.9% |
| Participant deferral / active EE | $5,304 | $5,238+1.3% | $4,426+19.8% | $6,400-17.1% |
| Admin fee / account holder | $246 | $6,944-96.5% | $5,425-95.5% | $11,426-97.8% |