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.
Participant contribution per participant 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 | $309,316 | $118,427+161.2% | $66,042+368.4% | $142,382+117.2% |
| Participation rate | 9.1% | 68.1%-59.0pp | 67.5%-58.4pp | 80.1%-71.0pp |
| Annual return | 38.83% | 35.57%+3.3pp | 52.11%-13.3pp | 217.08%-178.2pp |
| Employer contribution / active EE | $159 | $2,570-93.8% | $1,579-89.9% | $4,299-96.3% |
| Participant deferral / active EE | $174 | $4,311-96.0% | $2,835-93.9% | $6,507-97.3% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |