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 | $605,828 | $114,381+429.7% | $107,525+463.4% | $142,382+325.5% |
| Participation rate | 16.7% | 78.1%-61.5pp | 75.1%-58.4pp | 80.1%-63.5pp |
| Annual return | 13.57% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $793 | $4,015-80.2% | $3,754-78.9% | $4,299-81.5% |
| Participant deferral / active EE | $5,167 | $5,564-7.1% | $5,116+1.0% | $6,507-20.6% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |