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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $158,640-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.3%-11.3pp |
| Annual return | 7.65% | 9.02%-1.4pp | 10.65%-3.0pp | 10.41%-2.8pp |
| Employer contribution / active EE | $16,650 | $8,857+88.0% | $30,880-46.1% | $14,691+13.3% |
| Participant deferral / active EE | $0 | $217-100.0% | $65-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $1,478-100.0% | $2,646-100.0% |