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 6-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 | $276,669 | $183,519+50.8% | $155,509+77.9% | $145,922+89.6% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 29.88% | 61.17%-31.3pp | 64.67%-34.8pp | 561.29%-531.4pp |
| Employer contribution / active EE | $5,867 | $5,313+10.4% | $4,672+25.6% | $4,660+25.9% |
| Participant deferral / active EE | $3,910 | $6,462-39.5% | $5,626-30.5% | $6,688-41.5% |
| Admin fee / account holder | $1,315 | $19,313-93.2% | $15,912-91.7% | $13,397-90.2% |