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 | $616,329 | $102,604+500.7% | $86,188+615.1% | $139,434+342.0% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.0%-44.0pp | 80.3%-55.3pp |
| Annual return | 8.33% | 1922.51%-1914.2pp | 1168.45%-1160.1pp | 372.94%-364.6pp |
| Employer contribution / active EE | $2,100 | $3,032-30.7% | $2,380-11.8% | $4,751-55.8% |
| Participant deferral / active EE | $7,500 | $4,676+60.4% | $3,985+88.2% | $6,710+11.8% |
| Admin fee / account holder | $15 | $8,657-99.8% | $6,852-99.8% | $11,403-99.9% |