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 8-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 | $35,421 | $276,582-87.2% | $1,035,159-96.6% | $233,076-84.8% |
| Participation rate | 100.0% | 53.4%+46.6pp | 49.6%+50.4pp | 46.4%+53.6pp |
| Annual return | -6.53% | -68.32%+61.8pp | -61.72%+55.2pp | -82.66%+76.1pp |
| Employer contribution / active EE | $17,904 | $50,529-64.6% | $47,703-62.5% | $43,769-59.1% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $60 | $5,930-99.0% | $5,792-99.0% | $11,204-99.5% |