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 9-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 | $375,387 | $153,772+144.1% | $133,980+180.2% | $273,961+37.0% |
| Participation rate | 38.9% | 88.4%-49.5pp | 87.1%-48.2pp | 83.0%-44.1pp |
| Annual return | 18.73% | 36.51%-17.8pp | 29.30%-10.6pp | 41.45%-22.7pp |
| Employer contribution / active EE | $1,248 | $6,029-79.3% | $5,211-76.1% | $4,869-74.4% |
| Participant deferral / active EE | $4,633 | $6,958-33.4% | $6,282-26.2% | $5,287-12.4% |
| Admin fee / account holder | $1 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |