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 | $1,547,400 | $165,984+832.3% | $164,813+838.9% | $145,922+960.4% |
| Participation rate | 11.1% | 82.0%-70.9pp | 78.6%-67.5pp | 80.3%-69.2pp |
| Annual return | 25.25% | 100.03%-74.8pp | 69.93%-44.7pp | 561.29%-536.0pp |
| Employer contribution / active EE | $320 | $5,273-93.9% | $4,341-92.6% | $4,660-93.1% |
| Participant deferral / active EE | $3,339 | $6,959-52.0% | $6,031-44.6% | $6,688-50.1% |
| Admin fee / account holder | $30 | $16,648-99.8% | $12,690-99.8% | $13,397-99.8% |