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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,130-100.0% | $7,193,366-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 16.7%-16.7pp | 55.8%-55.8pp |
| Annual return | 13.49% | 27.03%-13.5pp | 78.53%-65.0pp | 24.42%-10.9pp |
| Employer contribution / active EE | $22,683 | $39,246-42.2% | $31,628-28.3% | $41,338-45.1% |
| Participant deferral / active EE | $0 | $16-100.0% | $101-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | $22,079-100.0% |