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.
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 | $821,818 | $458,700+79.2% | $458,700+79.2% | $338,187+143.0% |
| Participation rate | 100.0% | 46.5%+53.5pp | 39.9%+60.1pp | 44.0%+56.0pp |
| Annual return | 15.94% | 8.39%+7.6pp | 8.57%+7.4pp | 13.05%+2.9pp |
| Employer contribution / active EE | $50,000 | $36,665+36.4% | $33,010+51.5% | $37,639+32.8% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $30,864-100.0% |