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 5-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 | $280,286 | $158,848+76.4% | $158,848+76.4% | $417,905-32.9% |
| Participation rate | 100.0% | 28.6%+71.4pp | 13.3%+86.7pp | 39.2%+60.8pp |
| Annual return | 10.87% | 5.94%+4.9pp | 9.49%+1.4pp | 13.91%-3.0pp |
| Employer contribution / active EE | $66,667 | $32,004+108.3% | $24,351+173.8% | $35,282+89.0% |
| Participant deferral / active EE | $0 | $0 | $28-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |