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 | $553,482 | $102,547+439.7% | $78,210+607.7% | $147,584+275.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 6.30% | 51.08%-44.8pp | 40.90%-34.6pp | 578.55%-572.2pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $50 | $5,059-99.0% | $3,758-98.7% | $10,885-99.5% |