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.
Participant 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 | $451,465 | $181,894+148.2% | $156,549+188.4% | $273,961+64.8% |
| Participation rate | 11.1% | 88.4%-77.3pp | 84.0%-72.9pp | 83.0%-71.9pp |
| Annual return | 4.35% | 30.74%-26.4pp | 32.23%-27.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,876 | $6,248-70.0% | $5,501-65.9% | $4,869-61.5% |
| Participant deferral / active EE | $1,579 | $5,550-71.6% | $4,871-67.6% | $5,287-70.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |