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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $153,252-100.0% | $110,792-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 58.3%-58.3pp | 46.4%-46.4pp |
| Annual return | 3.67% | -1.86%+5.5pp | -0.33%+4.0pp | -82.66%+86.3pp |
| Employer contribution / active EE | $25,993 | $33,714-22.9% | $25,782+0.8% | $43,769-40.6% |
| Participant deferral / active EE | $0 | $892-100.0% | $928-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,194-100.0% | $1,824-100.0% | $11,204-100.0% |