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 | $270,826 | $97,744+177.1% | $103,476+161.7% | $145,922+85.6% |
| Participation rate | 57.1% | 81.1%-24.0pp | 80.5%-23.4pp | 80.3%-23.1pp |
| Annual return | 7.08% | 25.41%-18.3pp | 23.90%-16.8pp | 561.29%-554.2pp |
| Employer contribution / active EE | $4,780 | $4,677+2.2% | $4,672+2.3% | $4,660+2.6% |
| Participant deferral / active EE | $10,016 | $6,603+51.7% | $6,623+51.2% | $6,688+49.8% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,413-100.0% | $13,397-100.0% |