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 10-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $219,249-100.0% | $219,249-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 35.3%-35.3pp | 30.0%-30.0pp | 48.7%-48.7pp |
| Annual return | -1.31% | -2.10%+0.8pp | 1.50%-2.8pp | -2.16%+0.9pp |
| Employer contribution / active EE | $70,500 | $41,887+68.3% | $37,746+86.8% | $42,957+64.1% |
| Participant deferral / active EE | $0 | $88-100.0% | $87-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,572-100.0% |