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 | $176,346 | $201,159-12.3% | $181,048-2.6% | $417,905-57.8% |
| Participation rate | 88.9% | 36.5%+52.4pp | 22.4%+66.5pp | 39.2%+49.7pp |
| Annual return | 10.31% | 9.29%+1.0pp | 9.65%+0.7pp | 13.91%-3.6pp |
| Employer contribution / active EE | $22,379 | $32,463-31.1% | $26,259-14.8% | $35,282-36.6% |
| Participant deferral / active EE | $0 | $162-100.0% | $145-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $856-100.0% | $749-100.0% | $41,846-100.0% |