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.
Employer 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 | $715,968 | $198,466+260.8% | $170,442+320.1% | $147,584+385.1% |
| Participation rate | 20.0% | 88.0%-68.0pp | 83.6%-63.6pp | 82.8%-62.8pp |
| Annual return | 25.31% | 257.29%-232.0pp | 205.93%-180.6pp | 578.55%-553.2pp |
| Employer contribution / active EE | $418 | $6,184-93.2% | $5,433-92.3% | $4,876-91.4% |
| Participant deferral / active EE | $3,600 | $5,629-36.1% | $4,939-27.1% | $5,439-33.8% |
| Admin fee / account holder | $41 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |