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 | $429,012 | $93,024+361.2% | $77,024+457.0% | $134,475+219.0% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -9.17% | 62.60%-71.8pp | 42.32%-51.5pp | 417.96%-427.1pp |
| Employer contribution / active EE | $246 | $3,418-92.8% | $2,812-91.3% | $4,740-94.8% |
| Participant deferral / active EE | $2,083 | $5,238-60.2% | $4,426-52.9% | $6,400-67.4% |
| Admin fee / account holder | $293 | $6,944-95.8% | $5,425-94.6% | $11,426-97.4% |