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 | $502,658 | $201,272+149.7% | $184,203+172.9% | $145,922+244.5% |
| Participation rate | 64.3% | 87.5%-23.2pp | 86.8%-22.5pp | 80.3%-16.0pp |
| Annual return | 23.10% | 29.00%-5.9pp | 28.81%-5.7pp | 561.29%-538.2pp |
| Employer contribution / active EE | $2,221 | $7,022-68.4% | $6,427-65.4% | $4,660-52.3% |
| Participant deferral / active EE | $8,825 | $9,806-10.0% | $9,131-3.4% | $6,688+32.0% |
| Admin fee / account holder | $3,513 | $16,364-78.5% | $13,901-74.7% | $13,397-73.8% |