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.
Annual investment return 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 | $327,800 | $100,773+225.3% | $88,946+268.5% | $142,382+130.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 10.63% | 70.18%-59.5pp | 57.82%-47.2pp | 217.08%-206.4pp |
| Employer contribution / active EE | $464 | $2,918-84.1% | $2,555-81.8% | $4,299-89.2% |
| Participant deferral / active EE | $9,832 | $5,230+88.0% | $4,581+114.6% | $6,507+51.1% |
| Admin fee / account holder | $40 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |