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 6-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 | $549,119 | $189,613+189.6% | $167,512+227.8% | $142,382+285.7% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 21.43% | 2024.68%-2003.2pp | 1615.79%-1594.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $13,442 | $4,349+209.1% | $3,882+246.3% | $4,299+212.7% |
| Participant deferral / active EE | $17,922 | $6,981+156.7% | $6,405+179.8% | $6,507+175.4% |
| Admin fee / account holder | $489 | $10,528-95.4% | $9,769-95.0% | $12,624-96.1% |