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 | $273,911 | $202,318+35.4% | $172,739+58.6% | $152,861+79.2% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 28.01% | 1029.65%-1001.6pp | 802.84%-774.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,992 | $5,856-66.0% | $5,143-61.3% | $4,762-58.2% |
| Participant deferral / active EE | $6,178 | $5,948+3.9% | $5,198+18.9% | $5,850+5.6% |
| Admin fee / account holder | $8,547 | $17,109-50.0% | $13,954-38.7% | $11,596-26.3% |