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 | $1,129,563 | $104,974+976.0% | $95,585+1081.7% | $142,382+693.3% |
| Participation rate | 8.3% | 75.0%-66.6pp | 72.1%-63.7pp | 80.1%-71.8pp |
| Annual return | 47.49% | 210.33%-162.8pp | 38.56%+8.9pp | 217.08%-169.6pp |
| Employer contribution / active EE | $620 | $2,779-77.7% | $2,527-75.5% | $4,299-85.6% |
| Participant deferral / active EE | $1,453 | $4,352-66.6% | $4,023-63.9% | $6,507-77.7% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |