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 7-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 | $329,015 | $169,032+94.6% | $129,207+154.6% | $145,922+125.5% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 118.35% | 14330.11%-14211.8pp | 9417.33%-9299.0pp | 561.29%-442.9pp |
| Employer contribution / active EE | $2,585 | $5,537-53.3% | $4,153-37.8% | $4,660-44.5% |
| Participant deferral / active EE | $6,171 | $4,987+23.7% | $4,168+48.1% | $6,688-7.7% |
| Admin fee / account holder | $2,213 | $9,954-77.8% | $7,715-71.3% | $13,397-83.5% |