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 8-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 | $621,646 | $369,484+68.2% | $303,047+105.1% | $357,791+73.7% |
| Participation rate | 33.3% | 90.0%-56.7pp | 87.1%-53.8pp | 85.6%-52.3pp |
| Annual return | 24.30% | 0.42%+23.9pp | 2.47%+21.8pp | 396.79%-372.5pp |
| Employer contribution / active EE | $23,333 | $9,025+158.5% | $7,418+214.6% | $7,508+210.8% |
| Participant deferral / active EE | $0 | $5,439-100.0% | $5,070-100.0% | $5,521-100.0% |
| Admin fee / account holder | $57 | $49,137-99.9% | $39,333-99.9% | $28,387-99.8% |