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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $419,433 | $189,613+121.2% | $167,512+150.4% | $142,382+194.6% |
| Participation rate | 69.6% | 80.1%-10.6pp | 77.1%-7.5pp | 80.1%-10.6pp |
| Annual return | 13.17% | 2024.68%-2011.5pp | 1615.79%-1602.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,665 | $6,981+52.8% | $6,405+66.5% | $6,507+63.9% |
| Admin fee / account holder | $7,992 | $10,528-24.1% | $9,769-18.2% | $12,624-36.7% |