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 5-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $398,892-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 12.4%-12.4pp |
| Annual return | 10.23% | 9.27%+1.0pp | 8.55%+1.7pp | 9.89%+0.3pp |
| Employer contribution / active EE | $1,367 | $11,327-87.9% | $37,109-96.3% | $14,313-90.5% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $77,551-100.0% | $9,084-100.0% |