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 | $330,543 | $210,648+56.9% | $177,989+85.7% | $145,922+126.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 7.17% | 385.86%-378.7pp | 294.48%-287.3pp | 561.29%-554.1pp |
| Employer contribution / active EE | $2,860 | $4,565-37.3% | $3,949-27.6% | $4,660-38.6% |
| Participant deferral / active EE | $13,000 | $6,958+86.8% | $6,276+107.1% | $6,688+94.4% |
| Admin fee / account holder | $248 | $12,013-97.9% | $10,363-97.6% | $13,397-98.1% |