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.
Annual investment return 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 | $574,584 | $179,726+219.7% | $156,263+267.7% | $142,382+303.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 9.67% | 77.86%-68.2pp | 59.47%-49.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $3,174 | $5,069-37.4% | $4,333-26.8% | $4,299-26.2% |
| Participant deferral / active EE | $10,333 | $6,956+48.6% | $6,158+67.8% | $6,507+58.8% |
| Admin fee / account holder | $13 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |