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 6-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,997 | $33,520+1.4% | $334,201-89.8% | $33,520+1.4% |
| Participation rate | 95.2% | 14.3%+81.0pp | 43.9%+51.3pp | 2.1%+93.1pp |
| Annual return | 7.81% | 7.01%+0.8pp | 9.84%-2.0pp | 7.65%+0.2pp |
| Employer contribution / active EE | $6,909 | $15,137-54.4% | $30,320-77.2% | $20,599-66.5% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $88 | $193-54.4% | $53,213-99.8% | $193-54.4% |