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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $325,553-100.0% | $325,553-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 44.0%-44.0pp |
| Annual return | 9.63% | 9.11%+0.5pp | 9.14%+0.5pp | 13.05%-3.4pp |
| Employer contribution / active EE | $29,758 | $46,891-36.5% | $40,544-26.6% | $37,639-20.9% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $30,864-100.0% |