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 | $404,077 | $107,334+276.5% | $92,893+335.0% | $152,861+164.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 20.45% | 145.58%-125.1pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $705 | $4,221-83.3% | $3,653-80.7% | $4,762-85.2% |
| Participant deferral / active EE | $8,333 | $4,845+72.0% | $4,236+96.7% | $5,850+42.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |