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 | $50,742 | $110,547-54.1% | $102,492-50.5% | $338,187-85.0% |
| Participation rate | 100.0% | 17.2%+82.8pp | 12.2%+87.8pp | 44.0%+56.0pp |
| Annual return | 3.51% | 3.51%0pp | 5.17%-1.7pp | 13.05%-9.5pp |
| Employer contribution / active EE | $25,000 | $33,893-26.2% | $26,422-5.4% | $37,639-33.6% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $10 | $22,109-100.0% | $16,625-99.9% | $30,864-100.0% |