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 9-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 | $254,926 | $114,381+122.9% | $107,525+137.1% | $142,382+79.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 16.36% | 242.71%-226.3pp | 181.32%-165.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $707 | $4,015-82.4% | $3,754-81.2% | $4,299-83.5% |
| Participant deferral / active EE | $6,535 | $5,564+17.4% | $5,116+27.7% | $6,507+0.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |