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.
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 | $752,401 | $190,805+294.3% | $159,960+370.4% | $134,475+459.5% |
| Participation rate | 0.0% | 81.9%-81.9pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -36.65% | 552.23%-588.9pp | 408.60%-445.3pp | 417.96%-454.6pp |
| Employer contribution / active EE | $11,308 | $4,995+126.4% | $4,226+167.6% | $4,740+138.6% |
| Participant deferral / active EE | $10,250 | $6,923+48.1% | $6,182+65.8% | $6,400+60.2% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |