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 | $312,862 | $228,332+37.0% | $185,823+68.4% | $158,922+96.9% |
| Participation rate | 37.5% | 82.3%-44.8pp | 78.0%-40.5pp | 82.0%-44.5pp |
| Annual return | -10.86% | 40.80%-51.7pp | 35.95%-46.8pp | 302.83%-313.7pp |
| Employer contribution / active EE | $685 | $4,967-86.2% | $4,087-83.2% | $4,761-85.6% |
| Participant deferral / active EE | $2,305 | $6,415-64.1% | $5,632-59.1% | $5,982-61.5% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |