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 10-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 | $260,184 | $159,602+63.0% | $150,045+73.4% | $142,382+82.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 17.34% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,376 | $4,961-31.9% | $4,693-28.1% | $4,299-21.5% |
| Participant deferral / active EE | $13,093 | $8,310+57.6% | $7,997+63.7% | $6,507+101.2% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |