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 4-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $785,698-100.0% | $694,382-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 77.1%-77.1pp | 83.5%-83.5pp |
| Annual return | 6.39% | 9.34%-2.9pp | 9.66%-3.3pp | 10.35%-4.0pp |
| Employer contribution / active EE | $18,305 | $27,225-32.8% | $25,660-28.7% | $24,752-26.0% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,964-100.0% |
| Admin fee / account holder | $0 | $18,173-100.0% | $15,543-100.0% | $48,677-100.0% |