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.
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 | $614,760 | $148,534+313.9% | $135,903+352.4% | $139,434+340.9% |
| Participation rate | 16.7% | 83.9%-67.2pp | 81.9%-65.2pp | 80.3%-63.7pp |
| Annual return | 8.66% | 79.19%-70.5pp | 68.23%-59.6pp | 372.94%-364.3pp |
| Employer contribution / active EE | $4,067 | $5,243-22.4% | $4,856-16.3% | $4,751-14.4% |
| Participant deferral / active EE | $4,500 | $8,100-44.4% | $7,758-42.0% | $6,710-32.9% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |