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 | $256,751 | $98,240+161.4% | $82,313+211.9% | $147,584+74.0% |
| Participation rate | 45.5% | 79.7%-34.3pp | 76.9%-31.4pp | 82.8%-37.4pp |
| Annual return | 15.18% | 30.85%-15.7pp | 25.88%-10.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $673 | $3,192-78.9% | $2,428-72.3% | $4,876-86.2% |
| Participant deferral / active EE | $2,538 | $4,383-42.1% | $3,706-31.5% | $5,439-53.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |