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.
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 | $337,596 | $111,754+202.1% | $103,333+226.7% | $145,922+131.4% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | -17.44% | 24.77%-42.2pp | 24.88%-42.3pp | 561.29%-578.7pp |
| Employer contribution / active EE | $2,042 | $4,212-51.5% | $3,868-47.2% | $4,660-56.2% |
| Participant deferral / active EE | $4,435 | $5,619-21.1% | $5,057-12.3% | $6,688-33.7% |
| Admin fee / account holder | $75 | $9,750-99.2% | $8,355-99.1% | $13,397-99.4% |