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.
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 | $150,000 | $201,159-25.4% | $181,048-17.1% | $417,905-64.1% |
| Participation rate | 100.0% | 36.5%+63.5pp | 22.4%+77.6pp | 39.2%+60.8pp |
| Annual return | 0.00% | 9.29%-9.3pp | 9.65%-9.7pp | 13.91%-13.9pp |
| Employer contribution / active EE | $150,000 | $32,463+362.1% | $26,259+471.2% | $35,282+325.1% |
| Participant deferral / active EE | $0 | $162-100.0% | $145-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $856-100.0% | $749-100.0% | $41,846-100.0% |