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 | $432,126 | $202,318+113.6% | $172,739+150.2% | $152,861+182.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | -4.65% | 1029.65%-1034.3pp | 802.84%-807.5pp | 345.32%-350.0pp |
| Employer contribution / active EE | $1,922 | $5,856-67.2% | $5,143-62.6% | $4,762-59.7% |
| Participant deferral / active EE | $2,706 | $5,948-54.5% | $5,198-47.9% | $5,850-53.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |