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 | $309,732 | $114,381+170.8% | $107,525+188.1% | $142,382+117.5% |
| Participation rate | 27.3% | 78.1%-50.9pp | 75.1%-47.8pp | 80.1%-52.8pp |
| Annual return | -13.06% | 242.71%-255.8pp | 181.32%-194.4pp | 217.08%-230.1pp |
| Employer contribution / active EE | $1,792 | $4,015-55.4% | $3,754-52.3% | $4,299-58.3% |
| Participant deferral / active EE | $2,631 | $5,564-52.7% | $5,116-48.6% | $6,507-59.6% |
| Admin fee / account holder | $207 | $9,860-97.9% | $8,919-97.7% | $12,624-98.4% |