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 | $564,480-100.0% | $207,366-100.0% | $564,480-100.0% |
| Participation rate | 0.0% | 89.1%-89.1pp | 90.7%-90.7pp | 89.1%-89.1pp |
| Annual return | 4.56% | -14.07%+18.6pp | -19.23%+23.8pp | -14.07%+18.6pp |
| Employer contribution / active EE | $90,000 | $29,221+208.0% | $52,658+70.9% | $29,221+208.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $2,696-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $27,140-100.0% | $3,748-100.0% | $27,140-100.0% |