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 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 | $550,925 | $206,041+167.4% | $201,416+173.5% | $338,187+62.9% |
| Participation rate | 100.0% | 56.3%+43.7pp | 32.7%+67.3pp | 44.0%+56.0pp |
| Annual return | 4.37% | 7.45%-3.1pp | 8.09%-3.7pp | 13.05%-8.7pp |
| Employer contribution / active EE | $125,000 | $34,795+259.2% | $28,732+335.1% | $37,639+232.1% |
| Participant deferral / active EE | $0 | $2-100.0% | $7-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $30,864-100.0% |