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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,037,242 | $426,113+143.4% | $289,028+258.9% | $357,791+189.9% |
| Participation rate | 14.3% | 86.2%-71.9pp | 78.0%-63.7pp | 85.6%-71.3pp |
| Annual return | -21.72% | 260.96%-282.7pp | 243.94%-265.7pp | 396.79%-418.5pp |
| Employer contribution / active EE | $0 | $8,831-100.0% | $6,326-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $6,238-100.0% | $4,804-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $18,206-100.0% | $14,050-100.0% | $28,387-100.0% |