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 | $782,960 | $104,251+651.0% | $91,001+760.4% | $147,584+430.5% |
| Participation rate | 20.0% | 78.2%-58.2pp | 75.6%-55.6pp | 82.8%-62.8pp |
| Annual return | 7.76% | 27.06%-19.3pp | 4.60%+3.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $7,200 | $3,116+131.1% | $2,456+193.2% | $4,876+47.7% |
| Participant deferral / active EE | $4,200 | $4,195+0.1% | $3,547+18.4% | $5,439-22.8% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |