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.
Annual investment return 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 | $24,102 | $206,041-88.3% | $201,416-88.0% | $338,187-92.9% |
| Participation rate | 100.0% | 56.3%+43.7pp | 32.7%+67.3pp | 44.0%+56.0pp |
| Annual return | -0.51% | 7.45%-8.0pp | 8.09%-8.6pp | 13.05%-13.6pp |
| Employer contribution / active EE | $10,550 | $34,795-69.7% | $28,732-63.3% | $37,639-72.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $7-100.0% | $49-100.0% |
| Admin fee / account holder | $41 | $63,103-99.9% | $60,136-99.9% | $30,864-99.9% |