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 | $170,331 | $162,281+5.0% | $362,723-53.0% | $254,542-33.1% |
| Participation rate | 100.0% | 49.4%+50.6pp | 38.2%+61.8pp | 47.4%+52.6pp |
| Annual return | 8.01% | 10.22%-2.2pp | 10.56%-2.6pp | 12.16%-4.1pp |
| Employer contribution / active EE | $97,133 | $37,390+159.8% | $30,197+221.7% | $44,746+117.1% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $116 | $1,182-90.2% | $2,168-94.6% | $17,640-99.3% |