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 | $15,990-100.0% | $15,990-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 20.0%-20.0pp | 45.9%-45.9pp |
| Annual return | 0.00% | 7.81%-7.8pp | 8.74%-8.7pp | 10.21%-10.2pp |
| Employer contribution / active EE | $13,208 | $24,273-45.6% | $19,869-33.5% | $42,272-68.8% |
| Participant deferral / active EE | $0 | $0 | $0 | $121-100.0% |
| Admin fee / account holder | $0 | $627-100.0% | $627-100.0% | $13,518-100.0% |