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 5-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 | $268,113 | $99,919+168.3% | - | $158,922+68.7% |
| Participation rate | 66.7% | 71.6%-4.9pp | - | 82.0%-15.3pp |
| Annual return | 2.43% | 35.31%-32.9pp | - | 302.83%-300.4pp |
| Employer contribution / active EE | $0 | $3,686-100.0% | - | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,771-100.0% | - | $5,982-100.0% |
| Admin fee / account holder | $19 | $2,820-99.3% | - | $11,246-99.8% |