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 | $457,553 | $167,307+173.5% | $143,757+218.3% | $134,475+240.3% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -22.09% | 0.46%-22.6pp | -0.04%-22.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,712 | $5,619-69.5% | $4,951-65.4% | $4,740-63.9% |
| Participant deferral / active EE | $4,100 | $6,446-36.4% | $5,637-27.3% | $6,400-35.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |