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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $138,807-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 2.19% | 10.71%-8.5pp | 8.39%-6.2pp | 10.71%-8.5pp |
| Employer contribution / active EE | $18,589 | $14,986+24.0% | $20,497-9.3% | $14,986+24.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $16-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |