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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $264,545-100.0% | $186,774-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 79.5%-79.5pp | 55.8%-55.8pp | 55.8%-55.8pp |
| Annual return | 4.01% | 8.01%-4.0pp | 7.78%-3.8pp | 24.42%-20.4pp |
| Employer contribution / active EE | $9,091 | $41,524-78.1% | $32,517-72.0% | $41,338-78.0% |
| Participant deferral / active EE | $0 | $359-100.0% | $504-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,053-100.0% | $3,044-100.0% | $22,079-100.0% |