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.
Employer contribution per participant 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 | $412,288 | $156,846+162.9% | $121,098+240.5% | $139,434+195.7% |
| Participation rate | 22.2% | 76.4%-54.2pp | 69.5%-47.3pp | 80.3%-58.1pp |
| Annual return | 10.76% | 1474.56%-1463.8pp | 985.75%-975.0pp | 372.94%-362.2pp |
| Employer contribution / active EE | $6 | $5,536-99.9% | $4,164-99.9% | $4,751-99.9% |
| Participant deferral / active EE | $3,849 | $4,844-20.5% | $4,080-5.7% | $6,710-42.6% |
| Admin fee / account holder | $4 | $6,946-99.9% | $5,644-99.9% | $11,403-100.0% |