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 | $335,840 | $94,338+256.0% | $100,534+234.1% | $142,382+135.9% |
| Participation rate | 60.0% | 81.7%-21.7pp | 80.6%-20.6pp | 80.1%-20.1pp |
| Annual return | 75.59% | 29.20%+46.4pp | 32.66%+42.9pp | 217.08%-141.5pp |
| Employer contribution / active EE | $4,406 | $4,237+4.0% | $4,346+1.4% | $4,299+2.5% |
| Participant deferral / active EE | $10,473 | $5,934+76.5% | $6,144+70.5% | $6,507+61.0% |
| Admin fee / account holder | $681 | $8,421-91.9% | $7,654-91.1% | $12,624-94.6% |