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 | $363,803-100.0% | $382,887-100.0% | $669,896-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 100.0%-100.0pp | 90.5%-90.5pp |
| Annual return | 13.26% | 10.49%+2.8pp | 10.49%+2.8pp | 11.25%+2.0pp |
| Employer contribution / active EE | $85,000 | $27,054+214.2% | $29,204+191.1% | $23,407+263.1% |
| Participant deferral / active EE | $0 | $15,702-100.0% | $15,702-100.0% | $8,339-100.0% |
| Admin fee / account holder | $0 | $2,613-100.0% | $2,613-100.0% | $52,310-100.0% |