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 | $488,727 | $138,044+254.0% | $125,339+289.9% | $134,475+263.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -27.52% | 750.33%-777.8pp | 572.05%-599.6pp | 417.96%-445.5pp |
| Employer contribution / active EE | $1,807 | $5,243-65.5% | $4,814-62.5% | $4,740-61.9% |
| Participant deferral / active EE | $15,925 | $7,799+104.2% | $7,446+113.9% | $6,400+148.8% |
| Admin fee / account holder | $60 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |