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 10-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 | $62,332 | $186,219-66.5% | $201,582-69.1% | $286,844-78.3% |
| Participation rate | 100.0% | 37.2%+62.8pp | 23.6%+76.4pp | 37.6%+62.4pp |
| Annual return | 13.86% | 8.34%+5.5pp | 11.08%+2.8pp | 9.30%+4.6pp |
| Employer contribution / active EE | $11,349 | $35,279-67.8% | $28,409-60.1% | $43,742-74.1% |
| Participant deferral / active EE | $0 | $94-100.0% | $86-100.0% | $83-100.0% |
| Admin fee / account holder | $294 | $7,234-95.9% | $6,559-95.5% | $12,596-97.7% |