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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $419,767-100.0% | $1,127,994-100.0% | $419,767-100.0% |
| Participation rate | 0.0% | 79.5%-79.5pp | 66.7%-66.7pp | 79.5%-79.5pp |
| Annual return | 10.98% | 13.10%-2.1pp | 11.13%-0.1pp | 13.10%-2.1pp |
| Employer contribution / active EE | $17,510 | $15,831+10.6% | $25,095-30.2% | $15,831+10.6% |
| Participant deferral / active EE | $0 | $1,353-100.0% | $18,849-100.0% | $1,353-100.0% |
| Admin fee / account holder | $0 | $3,971-100.0% | $21,464-100.0% | $3,971-100.0% |