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 5-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,795-100.0% | $65,170-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 29.3%-29.3pp | 9.9%-9.9pp |
| Annual return | -26.76% | -10.92%-15.8pp | 7.07%-33.8pp | -5.25%-21.5pp |
| Employer contribution / active EE | $6,460 | $23,250-72.2% | $34,847-81.5% | $15,166-57.4% |
| Participant deferral / active EE | $0 | $45-100.0% | $4-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $51-100.0% | $3,859-100.0% |