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 5-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 | $213,399 | $284,260-24.9% | $284,260-24.9% | $417,905-48.9% |
| Participation rate | 100.0% | 22.7%+77.3pp | 15.3%+84.7pp | 39.2%+60.8pp |
| Annual return | 18.90% | 44.00%-25.1pp | 37.43%-18.5pp | 13.91%+5.0pp |
| Employer contribution / active EE | $13,333 | $42,786-68.8% | $38,058-65.0% | $35,282-62.2% |
| Participant deferral / active EE | $0 | $125-100.0% | $121-100.0% | $94-100.0% |
| Admin fee / account holder | $181 | $266,169-99.9% | $266,169-99.9% | $41,846-99.6% |