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 | $260,811 | $97,757+166.8% | $83,848+211.1% | $135,375+92.7% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -3.39% | 1287.37%-1290.8pp | 850.88%-854.3pp | 519.73%-523.1pp |
| Employer contribution / active EE | $509 | $4,222-87.9% | $3,631-86.0% | $4,779-89.3% |
| Participant deferral / active EE | $6,125 | $4,682+30.8% | $4,082+50.1% | $5,609+9.2% |
| Admin fee / account holder | $33 | $6,674-99.5% | $5,478-99.4% | $10,827-99.7% |