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 | $294,301 | $64,707+354.8% | $112,228+162.2% | $68,494+329.7% |
| Participation rate | 17.2% | 67.2%-49.9pp | 75.1%-57.8pp | 67.9%-50.6pp |
| Annual return | -0.87% | -11.40%+10.5pp | 27.45%-28.3pp | -7.84%+7.0pp |
| Employer contribution / active EE | $920 | $2,746-66.5% | $3,635-74.7% | $2,596-64.6% |
| Participant deferral / active EE | $3,933 | $3,565+10.3% | $4,728-16.8% | $4,027-2.3% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |