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 | $282,126-100.0% | $282,126-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 41.9%-41.9pp | 43.0%-43.0pp |
| Annual return | 2.53% | 1315.74%-1313.2pp | 1087.39%-1084.9pp | 259.13%-256.6pp |
| Employer contribution / active EE | $20,933 | $46,882-55.3% | $42,245-50.4% | $41,469-49.5% |
| Participant deferral / active EE | $0 | $84-100.0% | $120-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $2,639-100.0% | $2,639-100.0% | $21,546-100.0% |