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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | - |
| Annual return | 4.78% | 71.39%-66.6pp | 7.82%-3.0pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $31,823-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $365-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $18,503-100.0% | - |