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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,974 | $342,274-94.2% | $342,274-94.2% | $338,187-94.1% |
| Participation rate | 100.0% | 19.5%+80.5pp | 14.4%+85.6pp | 44.0%+56.0pp |
| Annual return | 0.00% | 7.83%-7.8pp | 8.34%-8.3pp | 13.05%-13.0pp |
| Employer contribution / active EE | $19,974 | $35,005-42.9% | $30,799-35.1% | $37,639-46.9% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $30,864-100.0% |