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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $414,698-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 46.8%-46.8pp | 2.1%-2.1pp |
| Annual return | 9.90% | 8.40%+1.5pp | 8.80%+1.1pp | 9.14%+0.8pp |
| Employer contribution / active EE | $22,750 | $16,322+39.4% | $29,429-22.7% | $19,963+14.0% |
| Participant deferral / active EE | $0 | $0 | $58-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,933-100.0% | $200-100.0% |