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 5-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 | $282,865-100.0% | $7,193,366-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 12.4%-12.4pp |
| Annual return | 14.05% | 10.19%+3.9pp | 78.53%-64.5pp | 9.89%+4.2pp |
| Employer contribution / active EE | $8,000 | $17,053-53.1% | $31,628-74.7% | $14,313-44.1% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $75,389-100.0% | $9,084-100.0% |