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.
Participant 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 | $43,654 | $319,986-86.4% | $454,052-90.4% | $286,844-84.8% |
| Participation rate | 100.0% | 35.8%+64.2pp | 18.4%+81.6pp | 37.6%+62.4pp |
| Annual return | 0.00% | 7.48%-7.5pp | 8.95%-8.9pp | 9.30%-9.3pp |
| Employer contribution / active EE | $43,654 | $54,901-20.5% | $46,559-6.2% | $43,742-0.2% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $24,500-100.0% | $19,831-100.0% | $12,596-100.0% |