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 3-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | - | 2.1%-2.1pp |
| Annual return | 2.97% | 7.65%-4.7pp | 2.97%0pp | 7.65%-4.7pp |
| Employer contribution / active EE | $13,235 | $20,599-35.7% | $13,2350% | $20,599-35.7% |
| Participant deferral / active EE | $0 | $1,172-100.0% | - | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |