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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $290,873-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 11.0%-11.0pp |
| Annual return | -1.26% | 9.01%-10.3pp | 7.18%-8.4pp | 8.23%-9.5pp |
| Employer contribution / active EE | $4,565 | $12,511-63.5% | $35,855-87.3% | $13,859-67.1% |
| Participant deferral / active EE | $0 | $107-100.0% | $162-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,724-100.0% | $1,652-100.0% |