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 | $336,249 | $74,927+348.8% | $101,794+230.3% | $84,808+296.5% |
| Participation rate | 16.1% | 61.4%-45.3pp | 69.2%-53.1pp | 68.3%-52.2pp |
| Annual return | 8.23% | 18.70%-10.5pp | 30.53%-22.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $824 | $1,522-45.9% | $2,289-64.0% | $2,631-68.7% |
| Participant deferral / active EE | $1,484 | $3,099-52.1% | $4,084-63.7% | $4,212-64.8% |
| Admin fee / account holder | $17 | $6,514-99.7% | $8,777-99.8% | $7,344-99.8% |