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.
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 | $490,983 | $177,572+176.5% | $154,803+217.2% | $142,382+244.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 13.93% | 65.07%-51.1pp | 58.88%-45.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $410 | $4,810-91.5% | $4,305-90.5% | $4,299-90.5% |
| Participant deferral / active EE | $9,746 | $6,272+55.4% | $5,540+75.9% | $6,507+49.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |