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.
Employer 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 | $276,185 | $133,922+106.2% | $116,228+137.6% | $142,382+94.0% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.6%-34.6pp | 80.1%-40.1pp |
| Annual return | 18.39% | 147.76%-129.4pp | 90.06%-71.7pp | 217.08%-198.7pp |
| Employer contribution / active EE | $352 | $3,446-89.8% | $2,994-88.2% | $4,299-91.8% |
| Participant deferral / active EE | $7,531 | $5,672+32.8% | $4,953+52.0% | $6,507+15.7% |
| Admin fee / account holder | $10 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |