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 10-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,622 | $212,470-79.5% | $428,620-89.8% | $254,542-82.9% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.4%+52.6pp |
| Annual return | 13.96% | 21.43%-7.5pp | 20.73%-6.8pp | 12.16%+1.8pp |
| Employer contribution / active EE | $8,311 | $39,469-78.9% | $36,500-77.2% | $44,746-81.4% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $196 | $5,476-96.4% | $7,495-97.4% | $17,640-98.9% |