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 | $170,045 | $468,422-63.7% | $468,422-63.7% | $338,187-49.7% |
| Participation rate | 100.0% | 51.6%+48.4pp | 30.5%+69.5pp | 44.0%+56.0pp |
| Annual return | 4.05% | 6.30%-2.2pp | 6.74%-2.7pp | 13.05%-9.0pp |
| Employer contribution / active EE | $83,333 | $48,167+73.0% | $43,780+90.3% | $37,639+121.4% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $30,864-100.0% |