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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $131,918 | $803,298-83.6% | $803,298-83.6% | $417,905-68.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 56.4%+43.6pp | 39.2%+60.8pp |
| Annual return | 10.55% | 10.27%+0.3pp | 10.48%+0.1pp | 13.91%-3.4pp |
| Employer contribution / active EE | $11,053 | $38,044-70.9% | $34,979-68.4% | $35,282-68.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $3,829-100.0% | $3,829-100.0% | $41,846-100.0% |