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.
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 | $210,036 | $354,213-40.7% | $568,132-63.0% | $254,542-17.5% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 47.4%+52.6pp |
| Annual return | 8.62% | 12.49%-3.9pp | 14.64%-6.0pp | 12.16%-3.5pp |
| Employer contribution / active EE | $92,156 | $52,238+76.4% | $41,831+120.3% | $44,746+106.0% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,274-100.0% | $36,942-100.0% | $17,640-100.0% |