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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $146,045-100.0% | $146,045-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 12.5%-12.5pp | 43.0%-43.0pp |
| Annual return | 3.50% | 9.49%-6.0pp | 9.55%-6.0pp | 259.13%-255.6pp |
| Employer contribution / active EE | $50,000 | $42,563+17.5% | $39,797+25.6% | $41,469+20.6% |
| Participant deferral / active EE | $0 | $139-100.0% | $130-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $21,546-100.0% |