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 3-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 | $650,547 | $49,922+1203.1% | $80,569+707.4% | $75,163+765.5% |
| Participation rate | 11.1% | 55.3%-44.2pp | 67.0%-55.9pp | 67.2%-56.1pp |
| Annual return | 776.89% | 34.69%+742.2pp | 935.43%-158.5pp | 160.62%+616.3pp |
| Employer contribution / active EE | $368 | $1,698-78.3% | $2,723-86.5% | $2,670-86.2% |
| Participant deferral / active EE | $578 | $2,990-80.7% | $4,447-87.0% | $4,125-86.0% |
| Admin fee / account holder | $20 | $3,577-99.4% | $5,377-99.6% | $5,651-99.6% |