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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $440,923-100.0% | $440,923-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 57.1%-57.1pp | 40.0%-40.0pp | 39.2%-39.2pp |
| Annual return | 25.44% | 7.79%+17.6pp | 8.94%+16.5pp | 13.91%+11.5pp |
| Employer contribution / active EE | $233,962 | $39,379+494.1% | $36,999+532.4% | $35,282+563.1% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $2,072-100.0% | $2,072-100.0% | $41,846-100.0% |