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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $163,428-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.1%-16.1pp | 2.4%-2.4pp |
| Annual return | 11.33% | 14.43%-3.1pp | 9.36%+2.0pp | 22.81%-11.5pp |
| Employer contribution / active EE | $4,207 | $16,909-75.1% | $31,270-86.5% | $18,290-77.0% |
| Participant deferral / active EE | $0 | $2,194-100.0% | $263-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $9,460-100.0% | $85,222-100.0% |