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.
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 | $921,057 | $832,720+10.6% | $832,720+10.6% | $417,905+120.4% |
| Participation rate | 100.0% | 53.3%+46.7pp | 50.0%+50.0pp | 39.2%+60.8pp |
| Annual return | 10.79% | 7.05%+3.7pp | 7.07%+3.7pp | 13.91%-3.1pp |
| Employer contribution / active EE | $12,500 | $40,446-69.1% | $39,802-68.6% | $35,282-64.6% |
| Participant deferral / active EE | $0 | $0 | $0 | $94-100.0% |
| Admin fee / account holder | $80,949 | $28,721+181.8% | $28,721+181.8% | $41,846+93.4% |