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.
Employer contribution per participant 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 | $263,048 | $175,202+50.1% | $149,673+75.7% | $139,434+88.7% |
| Participation rate | 12.5% | 83.4%-70.9pp | 78.8%-66.3pp | 80.3%-67.8pp |
| Annual return | 26.10% | 166.71%-140.6pp | 134.42%-108.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $195 | $5,474-96.4% | $4,818-96.0% | $4,751-95.9% |
| Participant deferral / active EE | $2,500 | $6,519-61.6% | $5,680-56.0% | $6,710-62.7% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |