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 10-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 | $3,305,875 | $159,602+1971.3% | $150,045+2103.3% | $142,382+2221.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 8.04% | 70.24%-62.2pp | 62.55%-54.5pp | 217.08%-209.0pp |
| Employer contribution / active EE | $1,438 | $4,961-71.0% | $4,693-69.4% | $4,299-66.6% |
| Participant deferral / active EE | $15,500 | $8,310+86.5% | $7,997+93.8% | $6,507+138.2% |
| Admin fee / account holder | $191 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |