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 | $295,739 | $104,907+181.9% | $84,611+249.5% | $152,861+93.5% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 19.30% | 373.79%-354.5pp | 258.74%-239.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $14,667 | $4,688+212.9% | $3,899+276.2% | $5,850+150.7% |
| Admin fee / account holder | $15 | $6,241-99.8% | $4,912-99.7% | $11,596-99.9% |