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 | $347,781 | $154,117+125.7% | $129,995+167.5% | $139,434+149.4% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.5%-51.2pp | 80.3%-53.0pp |
| Annual return | 25.02% | 32.48%-7.5pp | -137.18%+162.2pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,185 | $5,289-77.6% | $4,320-72.6% | $4,751-75.1% |
| Participant deferral / active EE | $5,855 | $6,710-12.7% | $5,820+0.6% | $6,710-12.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |