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 5-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,452-100.0% | $148,425-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 46.4%-46.4pp | 35.1%-35.1pp | 46.4%-46.4pp |
| Annual return | -8.05% | 45.55%-53.6pp | 38.14%-46.2pp | -82.66%+74.6pp |
| Employer contribution / active EE | $75,941 | $40,549+87.3% | $34,245+121.8% | $43,769+73.5% |
| Participant deferral / active EE | $0 | $152-100.0% | $185-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,245-100.0% | $10,234-100.0% | $11,204-100.0% |