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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,885 | $458,700-94.8% | $458,700-94.8% | $338,187-92.9% |
| Participation rate | 91.7% | 46.5%+45.1pp | 39.9%+51.8pp | 44.0%+47.7pp |
| Annual return | 0.00% | 8.39%-8.4pp | 8.57%-8.6pp | 13.05%-13.0pp |
| Employer contribution / active EE | $25,875 | $36,665-29.4% | $33,010-21.6% | $37,639-31.3% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $30,864-100.0% |