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 3-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 | $26,798 | $262,251-89.8% | $250,986-89.3% | $287,075-90.7% |
| Participation rate | 91.7% | 61.9%+29.7pp | 50.6%+41.1pp | 55.8%+35.8pp |
| Annual return | 11.35% | 34.46%-23.1pp | 32.30%-20.9pp | 24.42%-13.1pp |
| Employer contribution / active EE | $11,450 | $35,995-68.2% | $33,955-66.3% | $41,338-72.3% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $136 | $10,641-98.7% | $10,141-98.7% | $22,079-99.4% |