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 | $376,942 | $168,632+123.5% | $147,614+155.4% | $125,391+200.6% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -0.77% | 77.65%-78.4pp | 61.98%-62.7pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,250 | $6,252-80.0% | $5,564-77.5% | $4,866-74.3% |
| Participant deferral / active EE | $9,000 | $5,507+63.4% | $4,895+83.9% | $5,352+68.2% |
| Admin fee / account holder | -$576 | $13,580-104.2% | $11,611-105.0% | $9,540-106.0% |