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 | $913,549 | $117,841+675.2% | $102,423+791.9% | $145,922+526.1% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | -8.73% | 31.65%-40.4pp | 29.32%-38.1pp | 561.29%-570.0pp |
| Employer contribution / active EE | $1,989 | $3,615-45.0% | $3,023-34.2% | $4,660-57.3% |
| Participant deferral / active EE | $7,491 | $5,731+30.7% | $5,053+48.3% | $6,688+12.0% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |