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 | $271,491 | $209,411+29.6% | $178,490+52.1% | $158,922+70.8% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 22.29% | 188.75%-166.5pp | 151.07%-128.8pp | 302.83%-280.5pp |
| Employer contribution / active EE | $15,126 | $5,706+165.1% | $5,011+201.9% | $4,761+217.7% |
| Participant deferral / active EE | $6,642 | $5,954+11.6% | $5,202+27.7% | $5,982+11.0% |
| Admin fee / account holder | $3,538 | $17,074-79.3% | $13,984-74.7% | $11,246-68.5% |