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.
Participant 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 | $326,554 | $99,341+228.7% | $84,750+285.3% | $273,961+19.2% |
| Participation rate | 68.8% | 80.7%-11.9pp | 76.6%-7.8pp | 83.0%-14.3pp |
| Annual return | 11.31% | 22.93%-11.6pp | 22.78%-11.5pp | 41.45%-30.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $829 | $4,269-80.6% | $3,712-77.7% | $5,287-84.3% |
| Admin fee / account holder | $39 | $6,644-99.4% | $5,332-99.3% | $10,132-99.6% |