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 | $253,280 | $91,911+175.6% | $68,793+268.2% | $135,375+87.1% |
| Participation rate | 16.7% | 76.7%-60.1pp | 72.2%-55.6pp | 82.6%-66.0pp |
| Annual return | -5.29% | -8.22%+2.9pp | -4.63%-0.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $156 | $3,924-96.0% | $2,625-94.1% | $4,779-96.7% |
| Participant deferral / active EE | $4,083 | $4,315-5.4% | $3,311+23.3% | $5,609-27.2% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |