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 | $313,363 | $179,726+74.4% | $156,263+100.5% | $142,382+120.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 21.22% | 77.86%-56.6pp | 59.47%-38.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,193 | $5,069-37.0% | $4,333-26.3% | $4,299-25.7% |
| Participant deferral / active EE | $10,039 | $6,956+44.3% | $6,158+63.0% | $6,507+54.3% |
| Admin fee / account holder | $17 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |