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 | $459,174 | $160,055+186.9% | $140,016+227.9% | $135,375+239.2% |
| Participation rate | 20.0% | 88.5%-68.5pp | 87.5%-67.5pp | 82.6%-62.6pp |
| Annual return | -8.64% | 911.38%-920.0pp | 651.12%-659.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,000 | $6,420-84.4% | $5,606-82.2% | $4,779-79.1% |
| Participant deferral / active EE | $3,700 | $7,642-51.6% | $6,927-46.6% | $5,609-34.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |