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 6-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 | $282,865-100.0% | $431,983-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 66.7%-66.7pp | 12.4%-12.4pp |
| Annual return | 10.35% | 9.36%+1.0pp | 9.65%+0.7pp | 9.89%+0.5pp |
| Employer contribution / active EE | $3,736 | $8,354-55.3% | $50,004-92.5% | $14,313-73.9% |
| Participant deferral / active EE | $0 | $224-100.0% | $62-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $35,292-100.0% | $9,084-100.0% |