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.
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 | $391,881 | $189,613+106.7% | $167,512+133.9% | $142,382+175.2% |
| Participation rate | 28.6% | 80.1%-51.6pp | 77.1%-48.5pp | 80.1%-51.5pp |
| Annual return | 11.77% | 2024.68%-2012.9pp | 1615.79%-1604.0pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,421 | $4,349-21.3% | $3,882-11.9% | $4,299-20.4% |
| Participant deferral / active EE | $4,194 | $6,981-39.9% | $6,405-34.5% | $6,507-35.6% |
| Admin fee / account holder | $1,375 | $10,528-86.9% | $9,769-85.9% | $12,624-89.1% |