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.
Participant 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 | $552,084 | $43,723+1162.7% | $121,196+355.5% | $64,186+760.1% |
| Participation rate | 3.4% | 58.3%-54.9pp | 71.7%-68.3pp | 69.6%-66.1pp |
| Annual return | -6.92% | 68.91%-75.8pp | 16.93%-23.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $845 | $2,280-62.9% | $3,344-74.7% | $3,470-75.7% |
| Admin fee / account holder | $26 | $3,501-99.3% | $5,019-99.5% | $4,888-99.5% |