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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $433,529-100.0% | $433,529-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 22.9%-22.9pp | 37.6%-37.6pp |
| Annual return | 5.10% | 10.52%-5.4pp | 12.74%-7.6pp | 9.30%-4.2pp |
| Employer contribution / active EE | $30,844 | $41,439-25.6% | $33,332-7.5% | $43,742-29.5% |
| Participant deferral / active EE | $0 | $124-100.0% | $157-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $2,396-100.0% | $12,596-100.0% |