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 4-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 | $108,968-100.0% | $108,968-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 50.0%-50.0pp | 55.8%-55.8pp |
| Annual return | 40.83% | 8.47%+32.4pp | 9.63%+31.2pp | 24.42%+16.4pp |
| Employer contribution / active EE | $53,337 | $35,790+49.0% | $33,327+60.0% | $41,338+29.0% |
| Participant deferral / active EE | $0 | $48-100.0% | $45-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $596-100.0% | $22,079-100.0% |