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 | $2,146,880 | $156,846+1268.8% | $121,098+1672.8% | $139,434+1439.7% |
| Participation rate | 41.7% | 76.4%-34.7pp | 69.5%-27.8pp | 80.3%-38.7pp |
| Annual return | 23.00% | 1474.56%-1451.6pp | 985.75%-962.7pp | 372.94%-349.9pp |
| Employer contribution / active EE | $22,787 | $5,536+311.6% | $4,164+447.3% | $4,751+379.6% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,080-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |