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 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 | $6,886-100.0% | $6,886-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 11.1%-11.1pp | 44.0%-44.0pp |
| Annual return | 5.21% | 7.88%-2.7pp | 7.14%-1.9pp | 13.05%-7.8pp |
| Employer contribution / active EE | $36,341 | $27,127+34.0% | $20,022+81.5% | $37,639-3.4% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $5-100.0% | $5-100.0% | $30,864-100.0% |