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 8-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 | $546,767-100.0% | $239,375-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 99.7%-99.7pp | 83.5%-83.5pp |
| Annual return | 4.91% | 10.35%-5.4pp | -11.52%+16.4pp | 10.35%-5.4pp |
| Employer contribution / active EE | $130,386 | $24,752+426.8% | $33,162+293.2% | $24,752+426.8% |
| Participant deferral / active EE | $0 | $3,964-100.0% | $0 | $3,964-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $313,440-100.0% | $48,677-100.0% |