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 7-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 | $53,823-100.0% | $97,450-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 41.9%-41.9pp | 8.4%-8.4pp |
| Annual return | 4.81% | 15.19%-10.4pp | 10.56%-5.8pp | 18.34%-13.5pp |
| Employer contribution / active EE | $3,021 | $14,259-78.8% | $28,542-89.4% | $14,665-79.4% |
| Participant deferral / active EE | $0 | $752-100.0% | $484-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $1,775-100.0% | $1,464-100.0% | $9,141-100.0% |