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 5-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 | $571,438 | $154,117+270.8% | $129,995+339.6% | $139,434+309.8% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 4.76% | 32.48%-27.7pp | -137.18%+141.9pp | 372.94%-368.2pp |
| Employer contribution / active EE | $8,739 | $5,289+65.2% | $4,320+102.3% | $4,751+84.0% |
| Participant deferral / active EE | $7,667 | $6,710+14.3% | $5,820+31.7% | $6,710+14.3% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |