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 | $494,610 | $189,613+160.9% | $167,512+195.3% | $142,382+247.4% |
| Participation rate | 64.3% | 80.1%-15.8pp | 77.1%-12.8pp | 80.1%-15.8pp |
| Annual return | 11.04% | 2024.68%-2013.6pp | 1615.79%-1604.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,414 | $4,349-44.5% | $3,882-37.8% | $4,299-43.8% |
| Participant deferral / active EE | $14,082 | $6,981+101.7% | $6,405+119.9% | $6,507+116.4% |
| Admin fee / account holder | $23,432 | $10,528+122.6% | $9,769+139.9% | $12,624+85.6% |