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 3-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 | $135,294 | $358,721-62.3% | $319,563-57.7% | $338,187-60.0% |
| Participation rate | 100.0% | 53.8%+46.2pp | 41.2%+58.8pp | 44.0%+56.0pp |
| Annual return | 5.51% | 6.78%-1.3pp | 7.21%-1.7pp | 13.05%-7.5pp |
| Employer contribution / active EE | $38,000 | $35,409+7.3% | $33,209+14.4% | $37,639+1.0% |
| Participant deferral / active EE | $0 | $51-100.0% | $48-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $196-100.0% | $196-100.0% | $30,864-100.0% |