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 5-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 | $313,919 | $142,344+120.5% | $119,609+162.5% | $134,475+133.4% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -34.68% | -12.44%-22.2pp | -14.97%-19.7pp | 417.96%-452.6pp |
| Employer contribution / active EE | $6,600 | $5,222+26.4% | $4,232+56.0% | $4,740+39.3% |
| Participant deferral / active EE | $13,500 | $6,469+108.7% | $5,602+141.0% | $6,400+110.9% |
| Admin fee / account holder | $120 | $13,584-99.1% | $10,323-98.8% | $11,426-98.9% |