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 5-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,381 | $342,274-26.3% | $342,274-26.3% | $338,187-25.4% |
| Participation rate | 100.0% | 19.5%+80.5pp | 14.4%+85.6pp | 44.0%+56.0pp |
| Annual return | 12.79% | 7.83%+5.0pp | 8.34%+4.5pp | 13.05%-0.3pp |
| Employer contribution / active EE | $66,603 | $35,005+90.3% | $30,799+116.2% | $37,639+77.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $30,864-100.0% |