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 | $304,064 | $129,942+134.0% | $104,294+191.5% | $134,475+126.1% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -16.49% | 42.03%-58.5pp | 24.61%-41.1pp | 417.96%-434.5pp |
| Employer contribution / active EE | $280 | $4,184-93.3% | $3,372-91.7% | $4,740-94.1% |
| Participant deferral / active EE | $8,333 | $5,588+49.1% | $4,625+80.2% | $6,400+30.2% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |