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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $284,512 | $117,983+141.1% | $101,794+179.5% | $142,382+99.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 15.82% | 36.92%-21.1pp | 30.53%-14.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $679 | $2,773-75.5% | $2,289-70.3% | $4,299-84.2% |
| Participant deferral / active EE | $923 | $4,714-80.4% | $4,084-77.4% | $6,507-85.8% |
| Admin fee / account holder | $902 | $10,433-91.4% | $8,777-89.7% | $12,624-92.9% |