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 | $280,747 | $90,600+209.9% | $79,464+253.3% | $135,375+107.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -10.15% | 977.43%-987.6pp | 718.14%-728.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,310 | $3,068-24.7% | $2,800-17.5% | $4,779-51.7% |
| Participant deferral / active EE | $6,860 | $4,050+69.4% | $3,704+85.2% | $5,609+22.3% |
| Admin fee / account holder | $43 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |