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.
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 | $1,092,388 | $458,700+138.1% | $458,700+138.1% | $338,187+223.0% |
| Participation rate | 100.0% | 46.5%+53.5pp | 39.9%+60.1pp | 44.0%+56.0pp |
| Annual return | 9.63% | 8.39%+1.2pp | 8.57%+1.1pp | 13.05%-3.4pp |
| Employer contribution / active EE | $33,333 | $36,665-9.1% | $33,010+1.0% | $37,639-11.4% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $30,864-100.0% |