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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $238,417-100.0% | $197,205-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 26.7%-26.7pp | 39.2%-39.2pp |
| Annual return | 14.20% | 9.91%+4.3pp | 9.79%+4.4pp | 13.91%+0.3pp |
| Employer contribution / active EE | $71,135 | $41,881+69.8% | $40,174+77.1% | $35,282+101.6% |
| Participant deferral / active EE | $0 | $180-100.0% | $199-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $2,353-100.0% | $1,949-100.0% | $41,846-100.0% |