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 7-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 | $81,873-100.0% | $306,246-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 43.6%-43.6pp | 62.9%-62.9pp | 12.4%-12.4pp |
| Annual return | 8.85% | 10.02%-1.2pp | 35.14%-26.3pp | 9.89%-1.0pp |
| Employer contribution / active EE | $24,972 | $18,739+33.3% | $46,378-46.2% | $14,313+74.5% |
| Participant deferral / active EE | $0 | $18-100.0% | $69-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $470-100.0% | $4,448-100.0% | $9,084-100.0% |