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 | $308,511 | $127,065+142.8% | $113,168+172.6% | $142,382+116.7% |
| Participation rate | 64.3% | 79.2%-14.9pp | 76.6%-12.3pp | 80.1%-15.8pp |
| Annual return | 6.01% | 24.03%-18.0pp | 24.27%-18.3pp | 217.08%-211.1pp |
| Employer contribution / active EE | $3,627 | $3,442+5.4% | $2,975+21.9% | $4,299-15.6% |
| Participant deferral / active EE | $9,875 | $5,716+72.8% | $5,107+93.4% | $6,507+51.8% |
| Admin fee / account holder | $163 | $15,736-99.0% | $12,068-98.7% | $12,624-98.7% |