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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $419,205 | $628,955-33.3% | $628,955-33.3% | $338,187+24.0% |
| Participation rate | 100.0% | 48.6%+51.4pp | 41.9%+58.1pp | 44.0%+56.0pp |
| Annual return | 3.51% | 8.13%-4.6pp | 8.15%-4.6pp | 13.05%-9.5pp |
| Employer contribution / active EE | $100,000 | $43,711+128.8% | $42,534+135.1% | $37,639+165.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $12,760-100.0% | $12,760-100.0% | $30,864-100.0% |