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 8-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 | $270,663 | $206,041+31.4% | $201,416+34.4% | $338,187-20.0% |
| Participation rate | 100.0% | 56.3%+43.7pp | 32.7%+67.3pp | 44.0%+56.0pp |
| Annual return | 12.70% | 7.45%+5.2pp | 8.09%+4.6pp | 13.05%-0.3pp |
| Employer contribution / active EE | $25,000 | $34,795-28.2% | $28,732-13.0% | $37,639-33.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $7-100.0% | $49-100.0% |
| Admin fee / account holder | $2,308 | $63,103-96.3% | $60,136-96.2% | $30,864-92.5% |