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 4-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 | $65,747 | $592,784-88.9% | $565,817-88.4% | $350,408-81.2% |
| Participation rate | 100.0% | 44.5%+55.5pp | 29.9%+70.1pp | 44.4%+55.6pp |
| Annual return | -1.21% | -8.19%+7.0pp | -8.79%+7.6pp | -14.65%+13.4pp |
| Employer contribution / active EE | $30,605 | $47,521-35.6% | $43,435-29.5% | $46,320-33.9% |
| Participant deferral / active EE | $0 | $12-100.0% | $12-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $945-100.0% | $866-100.0% | $14,631-100.0% |