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 | $253,352 | $104,974+141.3% | $95,585+165.1% | $142,382+77.9% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | -2.41% | 210.33%-212.7pp | 38.56%-41.0pp | 217.08%-219.5pp |
| Employer contribution / active EE | $1,704 | $2,779-38.7% | $2,527-32.6% | $4,299-60.4% |
| Participant deferral / active EE | $3,588 | $4,352-17.5% | $4,023-10.8% | $6,507-44.9% |
| Admin fee / account holder | $40 | $6,386-99.4% | $6,127-99.3% | $12,624-99.7% |