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 7-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 | $346,414-100.0% | $336,625-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 53.3%-53.3pp | 51.5%-51.5pp | 47.4%-47.4pp |
| Annual return | 11.38% | 10.29%+1.1pp | 10.36%+1.0pp | 12.16%-0.8pp |
| Employer contribution / active EE | $250,000 | $54,462+359.0% | $52,561+375.6% | $44,746+458.7% |
| Participant deferral / active EE | $0 | $75-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $7,619-100.0% | $7,349-100.0% | $17,640-100.0% |