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 7-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 | $63,417 | $192,455-67.0% | $192,455-67.0% | $254,542-75.1% |
| Participation rate | 100.0% | 32.0%+68.0pp | 27.6%+72.4pp | 47.4%+52.6pp |
| Annual return | 4.39% | 9.96%-5.6pp | 50.81%-46.4pp | 12.16%-7.8pp |
| Employer contribution / active EE | $54,470 | $48,404+12.5% | $42,739+27.4% | $44,746+21.7% |
| Participant deferral / active EE | $0 | $88-100.0% | $90-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,268-100.0% | $2,268-100.0% | $17,640-100.0% |