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 | $142,459-100.0% | $110,523-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 67.9%-67.9pp | 47.6%-47.6pp | 45.6%-45.6pp |
| Annual return | 7.90% | 0.75%+7.2pp | 1.69%+6.2pp | 4.16%+3.7pp |
| Employer contribution / active EE | $73,333 | $33,373+119.7% | $24,295+201.8% | $42,916+70.9% |
| Participant deferral / active EE | $0 | $1,105-100.0% | $1,031-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $905-100.0% | $1,392-100.0% | $21,465-100.0% |