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 | $294,414 | $109,881+167.9% | $150,045+96.2% | $84,808+247.2% |
| Participation rate | 50.0% | 76.1%-26.1pp | 82.3%-32.3pp | 68.3%-18.3pp |
| Annual return | 12.80% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $814 | $3,561-77.2% | $4,693-82.7% | $2,631-69.1% |
| Participant deferral / active EE | $4,068 | $6,636-38.7% | $7,997-49.1% | $4,212-3.4% |
| Admin fee / account holder | $92 | $8,568-98.9% | $13,435-99.3% | $7,344-98.8% |