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 | $266,578 | $85,022+213.5% | $70,515+278.0% | $139,434+91.2% |
| Participation rate | 58.8% | 73.9%-15.1pp | 68.3%-9.5pp | 80.3%-21.5pp |
| Annual return | 16.88% | 30.38%-13.5pp | 32.77%-15.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,949 | $3,909-50.1% | $2,973-34.5% | $4,751-59.0% |
| Participant deferral / active EE | $6,786 | $5,890+15.2% | $4,567+48.6% | $6,710+1.1% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |