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 | $503,012 | $138,044+264.4% | $125,339+301.3% | $134,475+274.1% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.5pp | 81.2%-22.4pp |
| Annual return | -23.39% | 750.33%-773.7pp | 572.05%-595.4pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,281 | $5,243-75.6% | $4,814-73.4% | $4,740-73.0% |
| Participant deferral / active EE | $5,245 | $7,799-32.7% | $7,446-29.6% | $6,400-18.0% |
| Admin fee / account holder | $9 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |