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 | $304,942 | $133,958+127.6% | $112,228+171.7% | $134,475+126.8% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -26.60% | 47.11%-73.7pp | 27.45%-54.1pp | 417.96%-444.6pp |
| Employer contribution / active EE | $989 | $4,038-75.5% | $3,635-72.8% | $4,740-79.1% |
| Participant deferral / active EE | $5,077 | $5,291-4.0% | $4,728+7.4% | $6,400-20.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |