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 9-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 | $476,872 | $171,865+177.5% | $149,718+218.5% | $147,584+223.1% |
| Participation rate | 25.0% | 88.2%-63.2pp | 87.1%-62.1pp | 82.8%-57.8pp |
| Annual return | 20.99% | 2113.22%-2092.2pp | 1501.63%-1480.6pp | 578.55%-557.6pp |
| Employer contribution / active EE | $1,100 | $6,275-82.5% | $5,445-79.8% | $4,876-77.4% |
| Participant deferral / active EE | $4,500 | $7,271-38.1% | $6,569-31.5% | $5,439-17.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |