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 | $416,889 | $70,606+490.4% | $53,898+673.5% | $142,382+192.8% |
| Participation rate | 16.7% | 63.7%-47.0pp | 55.0%-38.3pp | 80.1%-63.5pp |
| Annual return | 3.02% | 619.81%-616.8pp | 528.60%-525.6pp | 217.08%-214.1pp |
| Employer contribution / active EE | $400 | $1,202-66.8% | $932-57.1% | $4,299-90.7% |
| Participant deferral / active EE | $5,167 | $2,364+118.6% | $1,826+182.9% | $6,507-20.6% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |