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 | $269,581 | $177,572+51.8% | $154,803+74.1% | $142,382+89.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | -11.41% | 65.07%-76.5pp | 58.88%-70.3pp | 217.08%-228.5pp |
| Employer contribution / active EE | $15,500 | $4,810+222.2% | $4,305+260.0% | $4,299+260.5% |
| Participant deferral / active EE | $11,167 | $6,272+78.1% | $5,540+101.5% | $6,507+71.6% |
| Admin fee / account holder | $79 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |