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 | $365,331 | $111,754+226.9% | $103,333+253.5% | $145,922+150.4% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | -72.93% | 24.77%-97.7pp | 24.88%-97.8pp | 561.29%-634.2pp |
| Employer contribution / active EE | $3,269 | $4,212-22.4% | $3,868-15.5% | $4,660-29.8% |
| Participant deferral / active EE | $11,333 | $5,619+101.7% | $5,057+124.1% | $6,688+69.5% |
| Admin fee / account holder | -$219,353 | $9,750-2349.7% | $8,355-2725.5% | $13,397-1737.3% |