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 9-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 | $186,219-100.0% | $201,582-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 37.2%-37.2pp | 23.6%-23.6pp | 37.6%-37.6pp |
| Annual return | 7.13% | 8.34%-1.2pp | 11.08%-4.0pp | 9.30%-2.2pp |
| Employer contribution / active EE | $50,000 | $35,279+41.7% | $28,409+76.0% | $43,742+14.3% |
| Participant deferral / active EE | $0 | $94-100.0% | $86-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $7,234-100.0% | $6,559-100.0% | $12,596-100.0% |