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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $433,529-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.9%-22.9pp | 8.4%-8.4pp |
| Annual return | 11.50% | 20.06%-8.6pp | 12.74%-1.2pp | 18.34%-6.8pp |
| Employer contribution / active EE | $15,659 | $7,560+107.1% | $33,332-53.0% | $14,665+6.8% |
| Participant deferral / active EE | $0 | $215-100.0% | $157-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $2,396-100.0% | $9,141-100.0% |