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.
Participant 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 | $324,026 | $245,885+31.8% | $198,754+63.0% | $357,791-9.4% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 85.6%-85.6pp |
| Annual return | 16.12% | 5953.41%-5937.3pp | 4947.04%-4930.9pp | 396.79%-380.7pp |
| Employer contribution / active EE | $0 | $4,089-100.0% | $4,008-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $4,229 | $4,533-6.7% | $4,138+2.2% | $5,521-23.4% |
| Admin fee / account holder | $202 | $12,849-98.4% | $12,082-98.3% | $28,387-99.3% |