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 | $483,625 | $628,955-23.1% | $628,955-23.1% | $338,187+43.0% |
| Participation rate | 100.0% | 48.6%+51.4pp | 41.9%+58.1pp | 44.0%+56.0pp |
| Annual return | 4.70% | 8.13%-3.4pp | 8.15%-3.4pp | 13.05%-8.3pp |
| Employer contribution / active EE | $120,000 | $43,711+174.5% | $42,534+182.1% | $37,639+218.8% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $12,760-100.0% | $12,760-100.0% | $30,864-100.0% |