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 9-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.
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 | $77,042 | $468,795-83.6% | $1,127,994-93.2% | $468,795-83.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 66.7%+33.3pp | 85.5%+14.5pp |
| Annual return | 14.53% | 39.95%-25.4pp | 11.13%+3.4pp | 39.95%-25.4pp |
| Employer contribution / active EE | $9,437 | $28,085-66.4% | $25,095-62.4% | $28,085-66.4% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $18,849-100.0% | $10,110-100.0% |
| Admin fee / account holder | $242 | $8,110-97.0% | $21,464-98.9% | $8,110-97.0% |