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 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.
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 | $152,246 | $417,381-63.5% | $417,381-63.5% | $338,187-55.0% |
| Participation rate | 100.0% | 47.0%+53.0pp | 28.2%+71.8pp | 44.0%+56.0pp |
| Annual return | 0.00% | 4.96%-5.0pp | 5.83%-5.8pp | 13.05%-13.0pp |
| Employer contribution / active EE | $152,246 | $45,572+234.1% | $38,352+297.0% | $37,639+304.5% |
| Participant deferral / active EE | $0 | $124-100.0% | $165-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $6,587-100.0% | $6,587-100.0% | $30,864-100.0% |