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.
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,121,167 | $146,112+667.3% | $133,543,011-99.2% | $254,542+340.5% |
| Participation rate | 100.0% | 27.0%+73.0pp | 8.0%+92.0pp | 47.4%+52.6pp |
| Annual return | 12.74% | 4.63%+8.1pp | 29.77%-17.0pp | 12.16%+0.6pp |
| Employer contribution / active EE | $390,075 | $51,918+651.3% | $33,607+1060.7% | $44,746+771.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $7,414 | $282,686-97.4% | $835,310-99.1% | $17,640-58.0% |