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 | $298,162 | $108,642+174.4% | $74,701+299.1% | $152,861+95.1% |
| Participation rate | 6.3% | 65.3%-59.1pp | 54.5%-48.2pp | 82.4%-76.2pp |
| Annual return | -27.40% | 114.06%-141.5pp | 752.92%-780.3pp | 345.32%-372.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $120 | $4,902-97.6% | $3,333-96.4% | $11,596-99.0% |