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 4-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 | $483,094 | $107,452+349.6% | $91,541+427.7% | $142,382+239.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 19.94% | 22.06%-2.1pp | 20.50%-0.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,101 | $2,994-63.2% | $2,505-56.0% | $4,299-74.4% |
| Participant deferral / active EE | $20,320 | $4,754+327.4% | $4,008+407.0% | $6,507+212.3% |
| Admin fee / account holder | $20 | $8,834-99.8% | $6,956-99.7% | $12,624-99.8% |