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 | $295,612 | $183,519+61.1% | $155,509+90.1% | $145,922+102.6% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 5.11% | 61.17%-56.1pp | 64.67%-59.6pp | 561.29%-556.2pp |
| Employer contribution / active EE | $2,275 | $5,313-57.2% | $4,672-51.3% | $4,660-51.2% |
| Participant deferral / active EE | $11,195 | $6,462+73.2% | $5,626+99.0% | $6,688+67.4% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |