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 | $791,119 | $106,584+642.3% | $101,326+680.8% | $142,382+455.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 8.80% | 36.93%-28.1pp | 36.82%-28.0pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,042 | $3,956-48.4% | $3,665-44.3% | $4,299-52.5% |
| Participant deferral / active EE | $15,625 | $8,297+88.3% | $7,994+95.5% | $6,507+140.1% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |