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 10-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $472,068 | $218,893+115.7% | $436,953+8.0% | $233,076+102.5% |
| Participation rate | 40.0% | 49.9%-9.9pp | 44.2%-4.2pp | 46.4%-6.4pp |
| Annual return | -3.92% | -114.97%+111.0pp | -102.03%+98.1pp | -82.66%+78.7pp |
| Employer contribution / active EE | $41,248 | $39,358+4.8% | $36,229+13.9% | $43,769-5.8% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |