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 | $812,020-100.0% | $689,286-100.0% | $350,135-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 74.3%-74.3pp | 79.0%-79.0pp |
| Annual return | 11.46% | 12.53%-1.1pp | 12.52%-1.1pp | 11.86%-0.4pp |
| Employer contribution / active EE | $75,113 | $18,679+302.1% | $16,865+345.4% | $12,925+481.2% |
| Participant deferral / active EE | $0 | $1,219-100.0% | $1,207-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $14,679-100.0% | $12,748-100.0% | $23,717-100.0% |