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 7-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 | $314,231 | $165,335+90.1% | $149,696+109.9% | $158,922+97.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 5.49% | 348.15%-342.7pp | 276.60%-271.1pp | 302.83%-297.3pp |
| Employer contribution / active EE | $10,011 | $5,103+96.2% | $4,644+115.6% | $4,761+110.3% |
| Participant deferral / active EE | $5,755 | $7,181-19.9% | $6,842-15.9% | $5,982-3.8% |
| Admin fee / account holder | $25 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |