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 | $990,656 | $177,572+457.9% | $154,803+539.9% | $142,382+595.8% |
| Participation rate | 11.1% | 82.1%-70.9pp | 78.1%-67.0pp | 80.1%-69.0pp |
| Annual return | 13.21% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $418 | $4,810-91.3% | $4,305-90.3% | $4,299-90.3% |
| Participant deferral / active EE | $3,444 | $6,272-45.1% | $5,540-37.8% | $6,507-47.1% |
| Admin fee / account holder | $743 | $16,786-95.6% | $14,329-94.8% | $12,624-94.1% |