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 3-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 | $531,693-100.0% | $518,057-100.0% | $531,693-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 91.7%-91.7pp | 85.7%-85.7pp |
| Annual return | 0.00% | -13.27%+13.3pp | -16.25%+16.3pp | -13.27%+13.3pp |
| Employer contribution / active EE | $50,000 | $26,843+86.3% | $35,595+40.5% | $26,843+86.3% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $13,176-100.0% | $7,797-100.0% |
| Admin fee / account holder | $0 | $75,116-100.0% | $44,019-100.0% | $75,116-100.0% |