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.
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 | $2,205,704 | $180,449+1122.3% | $154,107+1331.3% | $135,375+1529.3% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | 0.57% | 888.09%-887.5pp | 735.12%-734.5pp | 519.73%-519.2pp |
| Employer contribution / active EE | $18,333 | $6,035+203.8% | $5,298+246.1% | $4,779+283.6% |
| Participant deferral / active EE | $1,200 | $5,806-79.3% | $5,081-76.4% | $5,609-78.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |