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 7-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 | $1,061,139 | $99,877+962.4% | $84,966+1148.9% | $145,922+627.2% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 5.37% | 83.76%-78.4pp | 66.38%-61.0pp | 561.29%-555.9pp |
| Employer contribution / active EE | $3,833 | $3,231+18.6% | $2,727+40.6% | $4,660-17.7% |
| Participant deferral / active EE | $10,222 | $5,291+93.2% | $4,519+126.2% | $6,688+52.8% |
| Admin fee / account holder | $60 | $7,248-99.2% | $6,149-99.0% | $13,397-99.6% |