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 | $628,080 | $210,648+198.2% | $177,989+252.9% | $145,922+330.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 4.78% | 385.86%-381.1pp | 294.48%-289.7pp | 561.29%-556.5pp |
| Employer contribution / active EE | $774 | $4,565-83.1% | $3,949-80.4% | $4,660-83.4% |
| Participant deferral / active EE | $15,000 | $6,958+115.6% | $6,276+139.0% | $6,688+124.3% |
| Admin fee / account holder | $60 | $12,013-99.5% | $10,363-99.4% | $13,397-99.6% |