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.
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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,975 | $293,167-49.5% | $373,805-60.4% | $254,510-41.9% |
| Participation rate | 100.0% | 39.4%+60.6pp | 18.9%+81.1pp | 43.0%+57.0pp |
| Annual return | 5.17% | 8.90%-3.7pp | 9.52%-4.3pp | 259.13%-254.0pp |
| Employer contribution / active EE | $71,241 | $50,076+42.3% | $41,951+69.8% | $41,469+71.8% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $440 | $1,317-66.6% | $1,512-70.9% | $21,546-98.0% |