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.
Participant 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 | $285,965 | $142,344+100.9% | $119,609+139.1% | $134,475+112.7% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | 36.66% | -12.44%+49.1pp | -14.97%+51.6pp | 417.96%-381.3pp |
| Employer contribution / active EE | $18,000 | $5,222+244.7% | $4,232+325.3% | $4,740+279.8% |
| Participant deferral / active EE | $1,040 | $6,469-83.9% | $5,602-81.4% | $6,400-83.7% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |