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.
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 | $744,607 | $175,202+325.0% | $149,673+397.5% | $139,434+434.0% |
| Participation rate | 12.5% | 83.4%-70.9pp | 78.8%-66.3pp | 80.3%-67.8pp |
| Annual return | 28.75% | 166.71%-138.0pp | 134.42%-105.7pp | 372.94%-344.2pp |
| Employer contribution / active EE | $300 | $5,474-94.5% | $4,818-93.8% | $4,751-93.7% |
| Participant deferral / active EE | $2,438 | $6,519-62.6% | $5,680-57.1% | $6,710-63.7% |
| Admin fee / account holder | $2,212 | $16,150-86.3% | $13,210-83.3% | $11,403-80.6% |