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 | $684,424 | $189,613+261.0% | $167,512+308.6% | $142,382+380.7% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 24.79% | 2024.68%-1999.9pp | 1615.79%-1591.0pp | 217.08%-192.3pp |
| Employer contribution / active EE | $10,137 | $4,349+133.1% | $3,882+161.2% | $4,299+135.8% |
| Participant deferral / active EE | $10,333 | $6,981+48.0% | $6,405+61.3% | $6,507+58.8% |
| Admin fee / account holder | $3,257 | $10,528-69.1% | $9,769-66.7% | $12,624-74.2% |