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 7-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 | $40,543 | $92,468-56.2% | $83,167-51.3% | $222,458-81.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.9%+22.1pp | 48.7%+51.3pp |
| Annual return | -3.46% | -0.06%-3.4pp | -0.37%-3.1pp | -2.16%-1.3pp |
| Employer contribution / active EE | $27,139 | $33,795-19.7% | $27,460-1.2% | $42,957-36.8% |
| Participant deferral / active EE | $0 | $923-100.0% | $1,021-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,305-100.0% | $3,063-100.0% | $12,572-100.0% |