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 | $479,368 | $76,738+524.7% | $56,411+749.8% | $145,922+228.5% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | -14.04% | 2994.23%-3008.3pp | 1701.33%-1715.4pp | 561.29%-575.3pp |
| Employer contribution / active EE | $662 | $1,380-52.0% | $1,039-36.3% | $4,660-85.8% |
| Participant deferral / active EE | $757 | $2,623-71.2% | $1,952-61.2% | $6,688-88.7% |
| Admin fee / account holder | $146 | $3,334-95.6% | $2,829-94.8% | $13,397-98.9% |