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 | $299,221 | $126,574+136.4% | $106,213+181.7% | $145,922+105.1% |
| Participation rate | 52.9% | 77.6%-24.7pp | 75.3%-22.3pp | 80.3%-27.3pp |
| Annual return | 16.40% | 224.79%-208.4pp | 116.14%-99.7pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,167 | $3,730-41.9% | $3,171-31.7% | $4,660-53.5% |
| Participant deferral / active EE | $5,453 | $5,724-4.7% | $5,016+8.7% | $6,688-18.5% |
| Admin fee / account holder | $1 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |