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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $431,983-100.0% | $431,983-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 66.7%-66.7pp | 55.8%-55.8pp |
| Annual return | 3.32% | 9.67%-6.3pp | 9.65%-6.3pp | 24.42%-21.1pp |
| Employer contribution / active EE | $4,480 | $51,506-91.3% | $50,004-91.0% | $41,338-89.2% |
| Participant deferral / active EE | $0 | $60-100.0% | $62-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $35,292-100.0% | $35,292-100.0% | $22,079-100.0% |