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 | $312,191 | $77,314+303.8% | $177,989+75.4% | $80,856+286.1% |
| Participation rate | 15.4% | 65.7%-50.3pp | 77.1%-61.7pp | 67.6%-52.3pp |
| Annual return | 8.89% | 18.09%-9.2pp | 294.48%-285.6pp | 35.59%-26.7pp |
| Employer contribution / active EE | $586 | $2,292-74.4% | $3,949-85.1% | $2,755-78.7% |
| Participant deferral / active EE | $2,008 | $4,411-54.5% | $6,276-68.0% | $4,296-53.3% |
| Admin fee / account holder | $188 | $7,191-97.4% | $10,363-98.2% | $6,918-97.3% |