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 | $360,464 | $201,272+79.1% | $184,203+95.7% | $145,922+147.0% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 15.57% | 29.00%-13.4pp | 28.81%-13.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,600 | $7,022-77.2% | $6,427-75.1% | $4,660-65.7% |
| Participant deferral / active EE | $1,600 | $9,806-83.7% | $9,131-82.5% | $6,688-76.1% |
| Admin fee / account holder | $19 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |