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.
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 | $566,909 | $183,519+208.9% | $155,509+264.6% | $145,922+288.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.22% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.1pp |
| Employer contribution / active EE | $630 | $5,313-88.1% | $4,672-86.5% | $4,660-86.5% |
| Participant deferral / active EE | $2,167 | $6,462-66.5% | $5,626-61.5% | $6,688-67.6% |
| Admin fee / account holder | $55 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |