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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $445,013 | $197,591+125.2% | $177,821+150.3% | $158,922+180.0% |
| Participation rate | 20.0% | 88.5%-68.5pp | 87.7%-67.7pp | 82.0%-62.0pp |
| Annual return | 19.93% | 58.76%-38.8pp | 48.32%-28.4pp | 302.83%-282.9pp |
| Employer contribution / active EE | $969 | $6,697-85.5% | $5,918-83.6% | $4,761-79.6% |
| Participant deferral / active EE | $3,200 | $8,405-61.9% | $7,714-58.5% | $5,982-46.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |