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 | $3,066,082 | $133,922+2189.5% | $116,228+2538.0% | $142,382+2053.4% |
| Participation rate | 16.7% | 77.9%-61.2pp | 74.6%-57.9pp | 80.1%-63.5pp |
| Annual return | 4.53% | 147.76%-143.2pp | 90.06%-85.5pp | 217.08%-212.5pp |
| Employer contribution / active EE | $7,750 | $3,446+124.9% | $2,994+158.8% | $4,299+80.3% |
| Participant deferral / active EE | $5,479 | $5,672-3.4% | $4,953+10.6% | $6,507-15.8% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |