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 4-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 | $134,853 | $381,452-64.6% | $381,452-64.6% | $287,075-53.0% |
| Participation rate | 100.0% | 60.0%+40.0pp | 33.3%+66.7pp | 55.8%+44.2pp |
| Annual return | 7.99% | 8.63%-0.6pp | 7.47%+0.5pp | 24.42%-16.4pp |
| Employer contribution / active EE | $31,159 | $53,313-41.6% | $44,557-30.1% | $41,338-24.6% |
| Participant deferral / active EE | $0 | $147-100.0% | $182-100.0% | $55-100.0% |
| Admin fee / account holder | $296 | $3,849-92.3% | $3,849-92.3% | $22,079-98.7% |