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 4-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 | $41,274-100.0% | $291,448-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 29.3%-29.3pp | 28.6%-28.6pp | 8.4%-8.4pp |
| Annual return | 0.00% | 5.68%-5.7pp | 6.39%-6.4pp | 18.34%-18.3pp |
| Employer contribution / active EE | $8,608 | $7,755+11.0% | $30,371-71.7% | $14,665-41.3% |
| Participant deferral / active EE | $0 | $49-100.0% | $24-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,125-100.0% | $7,637-100.0% | $9,141-100.0% |