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 | $2,857,175 | $126,574+2157.3% | $106,213+2590.0% | $145,922+1858.0% |
| Participation rate | 13.3% | 77.6%-64.3pp | 75.3%-61.9pp | 80.3%-66.9pp |
| Annual return | 4.11% | 224.79%-220.7pp | 116.14%-112.0pp | 561.29%-557.2pp |
| Employer contribution / active EE | $6,133 | $3,730+64.4% | $3,171+93.4% | $4,660+31.6% |
| Participant deferral / active EE | $4,067 | $5,724-28.9% | $5,016-18.9% | $6,688-39.2% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |