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 6-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 | $438,681-100.0% | $438,681-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 48.2%-48.2pp | 44.3%-44.3pp | 43.0%-43.0pp |
| Annual return | 7.41% | 4.01%+3.4pp | 4.26%+3.2pp | 259.13%-251.7pp |
| Employer contribution / active EE | $8,455 | $56,756-85.1% | $54,767-84.6% | $41,469-79.6% |
| Participant deferral / active EE | $0 | $15-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $2,187-100.0% | $2,187-100.0% | $21,546-100.0% |