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 10-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 | $498,888-100.0% | $12,060-100.0% | $498,888-100.0% |
| Participation rate | 0.0% | 90.2%-90.2pp | 100.0%-100.0pp | 90.2%-90.2pp |
| Annual return | 12.21% | 8.46%+3.8pp | 9.99%+2.2pp | 8.46%+3.8pp |
| Employer contribution / active EE | $67,929 | $28,233+140.6% | $43,038+57.8% | $28,233+140.6% |
| Participant deferral / active EE | $0 | $11,296-100.0% | $1,183-100.0% | $11,296-100.0% |
| Admin fee / account holder | $0 | $67,015-100.0% | $8,928-100.0% | $67,015-100.0% |