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 | $367,482 | $148,534+147.4% | $135,903+170.4% | $139,434+163.6% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 22.94% | 79.19%-56.2pp | 68.23%-45.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $1,115 | $5,243-78.7% | $4,856-77.0% | $4,751-76.5% |
| Participant deferral / active EE | $2,671 | $8,100-67.0% | $7,758-65.6% | $6,710-60.2% |
| Admin fee / account holder | $24 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |