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 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 | $27,601 | $39,669-30.4% | $334,201-91.7% | $52,198-47.1% |
| Participation rate | 100.0% | 26.5%+73.5pp | 43.9%+56.1pp | 11.0%+89.0pp |
| Annual return | 0.00% | 8.11%-8.1pp | 9.84%-9.8pp | 8.23%-8.2pp |
| Employer contribution / active EE | $27,724 | $16,823+64.8% | $30,320-8.6% | $13,859+100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $61-100.0% |
| Admin fee / account holder | $4 | $435-99.0% | $53,213-100.0% | $1,652-99.7% |