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 | $266,657 | $189,613+40.6% | $167,512+59.2% | $142,382+87.3% |
| Participation rate | 15.4% | 80.1%-64.7pp | 77.1%-61.7pp | 80.1%-64.7pp |
| Annual return | 11.50% | 2024.68%-2013.2pp | 1615.79%-1604.3pp | 217.08%-205.6pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,574 | $6,981-48.8% | $6,405-44.2% | $6,507-45.1% |
| Admin fee / account holder | $153,147 | $10,528+1354.6% | $9,769+1467.7% | $12,624+1113.2% |