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 8-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 | $6,300-100.0% | $319,563-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 41.2%-41.2pp | 11.0%-11.0pp |
| Annual return | 8.85% | 6.59%+2.3pp | 7.21%+1.6pp | 8.23%+0.6pp |
| Employer contribution / active EE | $13,710 | $9,691+41.5% | $33,209-58.7% | $13,859-1.1% |
| Participant deferral / active EE | $0 | $0 | $48-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $196-100.0% | $1,652-100.0% |