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 | $451,170 | $159,901+182.2% | $146,958+207.0% | $145,922+209.2% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 19.74% | 98.13%-78.4pp | 418.34%-398.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,323 | $5,286-75.0% | $4,933-73.2% | $4,660-71.6% |
| Participant deferral / active EE | $4,250 | $8,428-49.6% | $8,070-47.3% | $6,688-36.5% |
| Admin fee / account holder | $24 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |