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 | $498,888-100.0% | $565,078-100.0% | $498,888-100.0% |
| Participation rate | 0.0% | 90.2%-90.2pp | 100.0%-100.0pp | 90.2%-90.2pp |
| Annual return | 11.82% | 8.46%+3.4pp | 4.03%+7.8pp | 8.46%+3.4pp |
| Employer contribution / active EE | $20,619 | $28,233-27.0% | $41,595-50.4% | $28,233-27.0% |
| Participant deferral / active EE | $0 | $11,296-100.0% | $15,545-100.0% | $11,296-100.0% |
| Admin fee / account holder | $0 | $67,015-100.0% | $297,465-100.0% | $67,015-100.0% |