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 | $620,914 | $211,958+192.9% | $169,463+266.4% | $135,375+358.7% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -10.93% | 3.26%-14.2pp | 1.83%-12.8pp | 519.73%-530.7pp |
| Employer contribution / active EE | $11,667 | $5,120+127.9% | $4,159+180.5% | $4,779+144.1% |
| Participant deferral / active EE | $8,000 | $6,075+31.7% | $5,277+51.6% | $5,609+42.6% |
| Admin fee / account holder | $250 | $11,471-97.8% | $9,109-97.3% | $10,827-97.7% |