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 | $396,012 | $154,117+157.0% | $129,995+204.6% | $139,434+184.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 7.80% | 32.48%-24.7pp | -137.18%+145.0pp | 372.94%-365.1pp |
| Employer contribution / active EE | $20,000 | $5,289+278.1% | $4,320+363.0% | $4,751+321.0% |
| Participant deferral / active EE | $20,000 | $6,710+198.1% | $5,820+243.6% | $6,710+198.1% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |