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 | $326,458 | $111,724+192.2% | $93,606+248.8% | $145,922+123.7% |
| Participation rate | 11.8% | 74.2%-62.4pp | 68.7%-57.0pp | 80.3%-68.5pp |
| Annual return | 4.29% | 202.98%-198.7pp | 133.20%-128.9pp | 561.29%-557.0pp |
| Employer contribution / active EE | $709 | $3,090-77.0% | $2,420-70.7% | $4,660-84.8% |
| Participant deferral / active EE | $3,147 | $4,912-35.9% | $4,411-28.7% | $6,688-52.9% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |