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 5-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.
Employer 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 | $663,062 | $81,460+714.0% | $103,333+541.7% | $80,856+720.0% |
| Participation rate | 19.2% | 66.8%-47.6pp | 74.5%-55.3pp | 67.6%-48.4pp |
| Annual return | 136.91% | 25.55%+111.4pp | 24.88%+112.0pp | 35.59%+101.3pp |
| Employer contribution / active EE | $695 | $3,105-77.6% | $3,868-82.0% | $2,755-74.8% |
| Participant deferral / active EE | $2,198 | $3,869-43.2% | $5,057-56.5% | $4,296-48.8% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |