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 | $101,802-100.0% | $101,802-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.1%-7.1pp | 55.8%-55.8pp |
| Annual return | 8.82% | 7.69%+1.1pp | 9.51%-0.7pp | 24.42%-15.6pp |
| Employer contribution / active EE | $13,840 | $34,561-60.0% | $23,377-40.8% | $41,338-66.5% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $769-100.0% | $769-100.0% | $22,079-100.0% |