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 | $274,862 | $76,738+258.2% | $56,411+387.2% | $145,922+88.4% |
| Participation rate | 28.6% | 63.2%-34.6pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 24.35% | 2994.23%-2969.9pp | 1701.33%-1677.0pp | 561.29%-536.9pp |
| Employer contribution / active EE | $970 | $1,380-29.7% | $1,039-6.6% | $4,660-79.2% |
| Participant deferral / active EE | $3,139 | $2,623+19.7% | $1,952+60.8% | $6,688-53.1% |
| Admin fee / account holder | $3,320 | $3,334-0.4% | $2,829+17.4% | $13,397-75.2% |