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.
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 | $38,536 | $57,974-33.5% | $105,290-63.4% | $49,655-22.4% |
| Participation rate | 100.0% | 19.2%+80.8pp | 12.3%+87.8pp | 17.1%+82.9pp |
| Annual return | 4.85% | 8.98%-4.1pp | 52.39%-47.5pp | 9.82%-5.0pp |
| Employer contribution / active EE | $22,557 | $17,759+27.0% | $23,486-4.0% | $13,587+66.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $224-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |