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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $156,023-100.0% | $161,924-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 34.6%-34.6pp | 37.6%-37.6pp |
| Annual return | 9.00% | 9.86%-0.9pp | 10.41%-1.4pp | 9.30%-0.3pp |
| Employer contribution / active EE | $160,000 | $35,661+348.7% | $31,248+412.0% | $43,742+265.8% |
| Participant deferral / active EE | $0 | $3-100.0% | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,130-100.0% | $1,130-100.0% | $12,596-100.0% |