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 | $266,602 | $93,024+186.6% | $77,024+246.1% | $134,475+98.3% |
| Participation rate | 20.0% | 74.5%-54.5pp | 67.9%-47.9pp | 81.2%-61.2pp |
| Annual return | 137.66% | 62.60%+75.1pp | 42.32%+95.3pp | 417.96%-280.3pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,426-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |