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 | $334,891 | $209,411+59.9% | $178,490+87.6% | $158,922+110.7% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 0.39% | 188.75%-188.4pp | 151.07%-150.7pp | 302.83%-302.4pp |
| Employer contribution / active EE | $1,191 | $5,706-79.1% | $5,011-76.2% | $4,761-75.0% |
| Participant deferral / active EE | $6,575 | $5,954+10.4% | $5,202+26.4% | $5,982+9.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |