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 | $52,198-100.0% | $6,886-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 11.0%-11.0pp |
| Annual return | 5.47% | 4.91%+0.6pp | 7.14%-1.7pp | 8.23%-2.8pp |
| Employer contribution / active EE | $12,043 | $6,090+97.7% | $20,022-39.9% | $13,859-13.1% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $5-100.0% | $1,652-100.0% |