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 | $404,288 | $74,888+439.9% | $71,209+467.7% | $142,382+183.9% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.1%-60.1pp |
| Annual return | 25.42% | 345.14%-319.7pp | 282.51%-257.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $242 | $2,854-91.5% | $2,721-91.1% | $4,299-94.4% |
| Participant deferral / active EE | $2,628 | $4,454-41.0% | $4,175-37.1% | $6,507-59.6% |
| Admin fee / account holder | $120 | $5,568-97.8% | $5,349-97.8% | $12,624-99.0% |