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 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 | $381,452-100.0% | $381,452-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 33.3%-33.3pp | 55.8%-55.8pp |
| Annual return | 0.00% | 8.63%-8.6pp | 7.47%-7.5pp | 24.42%-24.4pp |
| Employer contribution / active EE | $194,105 | $53,313+264.1% | $44,557+335.6% | $41,338+369.6% |
| Participant deferral / active EE | $0 | $147-100.0% | $182-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $3,849-100.0% | $3,849-100.0% | $22,079-100.0% |