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 | $272,839 | $70,606+286.4% | $53,898+406.2% | $142,382+91.6% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | -22.50% | 619.81%-642.3pp | 528.60%-551.1pp | 217.08%-239.6pp |
| Employer contribution / active EE | $1,605 | $1,202+33.5% | $932+72.2% | $4,299-62.7% |
| Participant deferral / active EE | $1,605 | $2,364-32.1% | $1,826-12.1% | $6,507-75.3% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |