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 | $376,671 | $102,616+267.1% | $81,983+359.5% | $158,922+137.0% |
| Participation rate | 18.8% | 75.5%-56.8pp | 69.2%-50.5pp | 82.0%-63.2pp |
| Annual return | 16.02% | 61.04%-45.0pp | 41.31%-25.3pp | 302.83%-286.8pp |
| Employer contribution / active EE | $789 | $3,240-75.6% | $2,498-68.4% | $4,761-83.4% |
| Participant deferral / active EE | $2,484 | $4,648-46.6% | $3,722-33.3% | $5,982-58.5% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |