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 | $240,976-100.0% | $202,277-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 30.0%-30.0pp | 37.6%-37.6pp |
| Annual return | 3.04% | 8.32%-5.3pp | 8.88%-5.8pp | 9.30%-6.3pp |
| Employer contribution / active EE | $46,899 | $47,428-1.1% | $42,607+10.1% | $43,742+7.2% |
| Participant deferral / active EE | $0 | $46-100.0% | $94-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $2,086-100.0% | $2,086-100.0% | $12,596-100.0% |