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 9-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 | $53,312 | $344,948-84.5% | $334,201-84.0% | $338,187-84.2% |
| Participation rate | 95.7% | 51.8%+43.8pp | 43.9%+51.8pp | 44.0%+51.7pp |
| Annual return | 10.85% | 10.03%+0.8pp | 9.84%+1.0pp | 13.05%-2.2pp |
| Employer contribution / active EE | $14,707 | $31,905-53.9% | $30,320-51.5% | $37,639-60.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $201 | $59,591-99.7% | $53,213-99.6% | $30,864-99.4% |