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 | $301,443 | $177,572+69.8% | $154,803+94.7% | $142,382+111.7% |
| Participation rate | 30.8% | 82.1%-51.3pp | 78.1%-47.3pp | 80.1%-49.4pp |
| Annual return | 14.69% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,059 | $4,810-78.0% | $4,305-75.4% | $4,299-75.4% |
| Participant deferral / active EE | $4,342 | $6,272-30.8% | $5,540-21.6% | $6,507-33.3% |
| Admin fee / account holder | $15 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |