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.
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 | $832,720-100.0% | $832,720-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 53.3%-53.3pp | 50.0%-50.0pp | 39.2%-39.2pp |
| Annual return | 11.43% | 7.05%+4.4pp | 7.07%+4.4pp | 13.91%-2.5pp |
| Employer contribution / active EE | $0 | $40,446-100.0% | $39,802-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $94-100.0% |
| Admin fee / account holder | $0 | $28,721-100.0% | $28,721-100.0% | $41,846-100.0% |