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 | $277,194 | $114,381+142.3% | $107,525+157.8% | $142,382+94.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 2.73% | 242.71%-240.0pp | 181.32%-178.6pp | 217.08%-214.4pp |
| Employer contribution / active EE | $1,885 | $4,015-53.0% | $3,754-49.8% | $4,299-56.2% |
| Participant deferral / active EE | $14,842 | $5,564+166.7% | $5,116+190.1% | $6,507+128.1% |
| Admin fee / account holder | $12 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |