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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $457,257-100.0% | $460,228-100.0% | $405,731-100.0% |
| Participation rate | 0.0% | 95.3%-95.3pp | 95.1%-95.1pp | 91.9%-91.9pp |
| Annual return | -0.00% | -3.33%+3.3pp | -2.98%+3.0pp | 4.30%-4.3pp |
| Employer contribution / active EE | $40,000 | $29,788+34.3% | $29,339+36.3% | $26,636+50.2% |
| Participant deferral / active EE | $0 | $3,623-100.0% | $3,580-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $3,869-100.0% | $4,523-100.0% | $12,997-100.0% |