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 | $433,704-100.0% | $490,804-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 15.4%-15.4pp | 7.1%-7.1pp | 37.6%-37.6pp |
| Annual return | 22.48% | 11.35%+11.1pp | 14.84%+7.6pp | 9.30%+13.2pp |
| Employer contribution / active EE | $10,743 | $43,544-75.3% | $37,950-71.7% | $43,742-75.4% |
| Participant deferral / active EE | $2,949 | $34+8452.1% | $127+2215.1% | $83+3465.9% |
| Admin fee / account holder | $0 | $1-100.0% | $1-100.0% | $12,596-100.0% |