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 | $451,207-100.0% | $451,207-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 35.0%-35.0pp | 45.9%-45.9pp |
| Annual return | 8.46% | 8.63%-0.2pp | 8.77%-0.3pp | 10.21%-1.7pp |
| Employer contribution / active EE | $30,280 | $39,478-23.3% | $36,356-16.7% | $42,272-28.4% |
| Participant deferral / active EE | $0 | $73-100.0% | $68-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $3,635-100.0% | $3,635-100.0% | $13,518-100.0% |