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 9-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 | $250,382 | $159,602+56.9% | $150,045+66.9% | $142,382+75.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 2.22% | 70.24%-68.0pp | 62.55%-60.3pp | 217.08%-214.9pp |
| Employer contribution / active EE | $5,460 | $4,961+10.1% | $4,693+16.3% | $4,299+27.0% |
| Participant deferral / active EE | $14,543 | $8,310+75.0% | $7,997+81.9% | $6,507+123.5% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |