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 9-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 | $72,223 | $192,869-62.6% | $192,869-62.6% | $233,076-69.0% |
| Participation rate | 100.0% | 59.0%+41.0pp | 36.2%+63.8pp | 46.4%+53.6pp |
| Annual return | 4.44% | -0.47%+4.9pp | -0.77%+5.2pp | -82.66%+87.1pp |
| Employer contribution / active EE | $20,833 | $34,803-40.1% | $29,514-29.4% | $43,769-52.4% |
| Participant deferral / active EE | $0 | $37-100.0% | $36-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $42,257-100.0% | $42,257-100.0% | $11,204-100.0% |