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 10-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 | $66,972 | $289,682-76.9% | $362,723-81.5% | - |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | - |
| Annual return | 26.59% | 43.80%-17.2pp | 10.56%+16.0pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $30,197-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $33-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $2,168-100.0% | - |