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 9-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 | $260,312 | $803,298-67.6% | $803,298-67.6% | $417,905-37.7% |
| Participation rate | 71.4% | 56.4%+15.0pp | 56.4%+15.0pp | 39.2%+32.2pp |
| Annual return | 10.29% | 10.27%0pp | 10.48%-0.2pp | 13.91%-3.6pp |
| Employer contribution / active EE | $8,881 | $38,044-76.7% | $34,979-74.6% | $35,282-74.8% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $94-100.0% |
| Admin fee / account holder | $1,032 | $3,829-73.0% | $3,829-73.0% | $41,846-97.5% |