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 | $218,162 | $146,112+49.3% | $133,543,011-99.8% | $254,542-14.3% |
| Participation rate | 100.0% | 27.0%+73.0pp | 8.0%+92.0pp | 47.4%+52.6pp |
| Annual return | 13.04% | 4.63%+8.4pp | 29.77%-16.7pp | 12.16%+0.9pp |
| Employer contribution / active EE | $62,500 | $51,918+20.4% | $33,607+86.0% | $44,746+39.7% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |