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 | $92,468-100.0% | $83,167-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 77.9%-77.9pp | 48.7%-48.7pp |
| Annual return | -2.16% | -0.06%-2.1pp | -0.37%-1.8pp | -2.16%0pp |
| Employer contribution / active EE | $14,037 | $33,795-58.5% | $27,460-48.9% | $42,957-67.3% |
| Participant deferral / active EE | $0 | $923-100.0% | $1,021-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,305-100.0% | $3,063-100.0% | $12,572-100.0% |