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 | $598,353 | $183,519+226.0% | $155,509+284.8% | $145,922+310.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 44.75% | 61.17%-16.4pp | 64.67%-19.9pp | 561.29%-516.5pp |
| Employer contribution / active EE | $11,515 | $5,313+116.7% | $4,672+146.4% | $4,660+147.1% |
| Participant deferral / active EE | $13,605 | $6,462+110.5% | $5,626+141.8% | $6,688+103.4% |
| Admin fee / account holder | $2,745 | $19,313-85.8% | $15,912-82.7% | $13,397-79.5% |