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 8-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 | $261,494 | $111,754+134.0% | $103,333+153.1% | $145,922+79.2% |
| Participation rate | 9.5% | 77.9%-68.4pp | 74.5%-65.0pp | 80.3%-70.8pp |
| Annual return | 9.26% | 24.77%-15.5pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $317 | $4,212-92.5% | $3,868-91.8% | $4,660-93.2% |
| Participant deferral / active EE | $2,178 | $5,619-61.2% | $5,057-56.9% | $6,688-67.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |