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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $108,968-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 12.4%-12.4pp |
| Annual return | 4.40% | 26.18%-21.8pp | 9.63%-5.2pp | 9.89%-5.5pp |
| Employer contribution / active EE | $2,933 | $9,213-68.2% | $33,327-91.2% | $14,313-79.5% |
| Participant deferral / active EE | $0 | $0 | $45-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $596-100.0% | $9,084-100.0% |