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 9-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 | $533,330 | $185,822+187.0% | $169,993+213.7% | $139,434+282.5% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 36.69% | 60.50%-23.8pp | 53.37%-16.7pp | 372.94%-336.3pp |
| Employer contribution / active EE | $2,624 | $7,590-65.4% | $6,785-61.3% | $4,751-44.8% |
| Participant deferral / active EE | $13,076 | $11,622+12.5% | $10,408+25.6% | $6,710+94.9% |
| Admin fee / account holder | $889 | $15,381-94.2% | $12,815-93.1% | $11,403-92.2% |