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.
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 | $309,457 | $274,299+12.8% | $274,299+12.8% | $286,844+7.9% |
| Participation rate | 100.0% | 43.5%+56.5pp | 39.8%+60.2pp | 37.6%+62.4pp |
| Annual return | 17.30% | 8.66%+8.6pp | 8.84%+8.5pp | 9.30%+8.0pp |
| Employer contribution / active EE | $60,000 | $69,629-13.8% | $67,446-11.0% | $43,742+37.2% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $2,579 | $46,528-94.5% | $46,528-94.5% | $12,596-79.5% |