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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $408,026 | $349,454+16.8% | $250,061+63.2% | $338,187+20.7% |
| Participation rate | 50.0% | 46.9%+3.1pp | 46.0%+4.0pp | 44.0%+6.0pp |
| Annual return | 8.15% | 7.41%+0.7pp | 7.82%+0.3pp | 13.05%-4.9pp |
| Employer contribution / active EE | $15,000 | $40,226-62.7% | $31,823-52.9% | $37,639-60.1% |
| Participant deferral / active EE | $0 | $170-100.0% | $365-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $31,499-100.0% | $18,503-100.0% | $30,864-100.0% |