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 9-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,887-100.0% | $179,823-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 42.1%-42.1pp | 44.0%-44.0pp |
| Annual return | 13.99% | 173.40%-159.4pp | 148.21%-134.2pp | 13.05%+0.9pp |
| Employer contribution / active EE | $12,404 | $30,752-59.7% | $26,792-53.7% | $37,639-67.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $30,864-100.0% |