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 | $304,801 | $109,881+177.4% | $150,045+103.1% | $84,808+259.4% |
| Participation rate | 46.9% | 76.1%-29.1pp | 82.3%-35.4pp | 68.3%-21.4pp |
| Annual return | 14.10% | 28.25%-14.1pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,781 | $3,561-50.0% | $4,693-62.0% | $2,631-32.3% |
| Participant deferral / active EE | $6,101 | $6,636-8.1% | $7,997-23.7% | $4,212+44.9% |
| Admin fee / account holder | $206 | $8,568-97.6% | $13,435-98.5% | $7,344-97.2% |