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 | $301,317 | $209,411+43.9% | $178,490+68.8% | $158,922+89.6% |
| Participation rate | 11.1% | 86.3%-75.2pp | 81.9%-70.8pp | 82.0%-70.8pp |
| Annual return | 19.22% | 188.75%-169.5pp | 151.07%-131.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $769 | $5,706-86.5% | $5,011-84.6% | $4,761-83.8% |
| Participant deferral / active EE | $2,167 | $5,954-63.6% | $5,202-58.3% | $5,982-63.8% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |