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 | $277,682 | $99,877+178.0% | $84,966+226.8% | $145,922+90.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 3.38% | 83.76%-80.4pp | 66.38%-63.0pp | 561.29%-557.9pp |
| Employer contribution / active EE | $433 | $3,231-86.6% | $2,727-84.1% | $4,660-90.7% |
| Participant deferral / active EE | $8,716 | $5,291+64.8% | $4,519+92.9% | $6,688+30.3% |
| Admin fee / account holder | $40 | $7,248-99.4% | $6,149-99.3% | $13,397-99.7% |