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 7-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 | $302,409 | $179,726+68.3% | $156,263+93.5% | $142,382+112.4% |
| Participation rate | 38.9% | 82.1%-43.2pp | 78.9%-40.0pp | 80.1%-41.2pp |
| Annual return | 13.40% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,222 | $5,069-75.9% | $4,333-71.8% | $4,299-71.6% |
| Participant deferral / active EE | $3,509 | $6,956-49.6% | $6,158-43.0% | $6,507-46.1% |
| Admin fee / account holder | $10,272 | $17,272-40.5% | $14,255-27.9% | $12,624-18.6% |