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 6-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 | $788,945 | $202,432+289.7% | $169,368+365.8% | $139,434+465.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | -5.34% | 531.74%-537.1pp | 405.60%-410.9pp | 372.94%-378.3pp |
| Employer contribution / active EE | $1,200 | $4,692-74.4% | $4,013-70.1% | $4,751-74.7% |
| Participant deferral / active EE | $11,250 | $6,938+62.1% | $6,221+80.8% | $6,710+67.7% |
| Admin fee / account holder | $137 | $10,708-98.7% | $9,003-98.5% | $11,403-98.8% |