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 4-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 | $1,719,142 | $189,613+806.7% | $167,512+926.3% | $142,382+1107.4% |
| Participation rate | 12.5% | 80.1%-67.6pp | 77.1%-64.6pp | 80.1%-67.6pp |
| Annual return | 15.11% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $22,779 | $4,349+423.8% | $3,882+486.8% | $4,299+429.8% |
| Participant deferral / active EE | $18,112 | $6,981+159.4% | $6,405+182.8% | $6,507+178.3% |
| Admin fee / account holder | $13,050 | $10,528+24.0% | $9,769+33.6% | $12,624+3.4% |