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.
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 | $653,607 | $157,256+315.6% | $141,162+363.0% | $152,861+327.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 2.72% | 64.32%-61.6pp | 71.39%-68.7pp | 345.32%-342.6pp |
| Employer contribution / active EE | $3,200 | $5,261-39.2% | $4,735-32.4% | $4,762-32.8% |
| Participant deferral / active EE | $8,701 | $7,109+22.4% | $6,709+29.7% | $5,850+48.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |