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 5-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 | $618,485-100.0% | $219,466-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | - |
| Annual return | 5.05% | 1.83%+3.2pp | 5.00%+0.1pp | - |
| Employer contribution / active EE | $0 | $6,826-100.0% | $35,918-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $75-100.0% | - |
| Admin fee / account holder | $0 | $70,000-100.0% | $13,204-100.0% | - |