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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,543 | $225,449-92.2% | $219,466-92.0% | $237,064-92.6% |
| Participation rate | 90.9% | 50.3%+40.6pp | 44.6%+46.3pp | 45.6%+45.3pp |
| Annual return | 0.00% | 4.17%-4.2pp | 5.00%-5.0pp | 4.16%-4.2pp |
| Employer contribution / active EE | $15,969 | $39,228-59.3% | $35,918-55.5% | $42,916-62.8% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |