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 4-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 | $421,797-100.0% | $339,002-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 53.8%-53.8pp | 39.1%-39.1pp | 55.8%-55.8pp |
| Annual return | 6.11% | 13.48%-7.4pp | 12.78%-6.7pp | 24.42%-18.3pp |
| Employer contribution / active EE | $56,505 | $49,647+13.8% | $44,816+26.1% | $41,338+36.7% |
| Participant deferral / active EE | $0 | $19-100.0% | $33-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,396-100.0% | $2,002-100.0% | $22,079-100.0% |