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 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $514,344-100.0% | $97,450-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 41.9%-41.9pp | - |
| Annual return | -3.88% | 59.12%-63.0pp | 10.56%-14.4pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $28,542-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $484-100.0% | - |
| Admin fee / account holder | $0 | $0 | $1,464-100.0% | - |