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 3-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 | $289,885 | $99,918+190.1% | $81,382+256.2% | $145,922+98.7% |
| Participation rate | 33.3% | 74.2%-40.8pp | 69.5%-36.2pp | 80.3%-46.9pp |
| Annual return | 4.88% | 34.32%-29.4pp | 24.73%-19.9pp | 561.29%-556.4pp |
| Employer contribution / active EE | $1,137 | $2,978-61.8% | $2,463-53.8% | $4,660-75.6% |
| Participant deferral / active EE | $10,000 | $4,605+117.2% | $3,883+157.5% | $6,688+49.5% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |