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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $176,816-100.0% | $176,816-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 47.0%-47.0pp | 39.2%-39.2pp | 45.6%-45.6pp |
| Annual return | 4.50% | 2.97%+1.5pp | 2.89%+1.6pp | 4.16%+0.3pp |
| Employer contribution / active EE | $14,486 | $44,301-67.3% | $39,831-63.6% | $42,916-66.2% |
| Participant deferral / active EE | $0 | $98-100.0% | $99-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $478-100.0% | $478-100.0% | $21,465-100.0% |