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 3-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,135 | $318,230-93.0% | $306,246-92.8% | $287,075-92.3% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.8%+44.2pp |
| Annual return | 7.24% | 37.66%-30.4pp | 35.14%-27.9pp | 24.42%-17.2pp |
| Employer contribution / active EE | $516 | $48,345-98.9% | $46,378-98.9% | $41,338-98.8% |
| Participant deferral / active EE | $0 | $63-100.0% | $69-100.0% | $55-100.0% |
| Admin fee / account holder | $28 | $4,311-99.4% | $4,448-99.4% | $22,079-99.9% |