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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $590,756 | $425,512+38.8% | $414,698+42.5% | $417,905+41.4% |
| Participation rate | 100.0% | 53.2%+46.8pp | 46.8%+53.2pp | 39.2%+60.8pp |
| Annual return | 23.10% | 8.74%+14.4pp | 8.80%+14.3pp | 13.91%+9.2pp |
| Employer contribution / active EE | $133,750 | $30,619+336.8% | $29,429+354.5% | $35,282+279.1% |
| Participant deferral / active EE | $0 | $60-100.0% | $58-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $11,649-100.0% | $10,933-100.0% | $41,846-100.0% |