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 7-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 | $158,848-100.0% | $158,848-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 13.3%-13.3pp | 39.2%-39.2pp |
| Annual return | 1.95% | 5.94%-4.0pp | 9.49%-7.5pp | 13.91%-12.0pp |
| Employer contribution / active EE | $115,000 | $32,004+259.3% | $24,351+372.3% | $35,282+225.9% |
| Participant deferral / active EE | $0 | $0 | $28-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |