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 | $202,366-100.0% | $143,222-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | 57.6%-57.6pp | 47.4%-47.4pp |
| Annual return | 19.64% | 8.49%+11.1pp | 8.97%+10.7pp | 12.16%+7.5pp |
| Employer contribution / active EE | $160,000 | $52,714+203.5% | $37,026+332.1% | $44,746+257.6% |
| Participant deferral / active EE | $0 | $981-100.0% | $1,023-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,444-100.0% | $2,546-100.0% | $17,640-100.0% |