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 | $344,991 | $183,519+88.0% | $155,509+121.8% | $145,922+136.4% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 22.45% | 61.17%-38.7pp | 64.67%-42.2pp | 561.29%-538.8pp |
| Employer contribution / active EE | $231 | $5,313-95.6% | $4,672-95.0% | $4,660-95.0% |
| Participant deferral / active EE | $3,039 | $6,462-53.0% | $5,626-46.0% | $6,688-54.6% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |