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 9-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 | $286,844-100.0% | - | $286,844-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 37.6%-37.6pp |
| Annual return | 23.21% | 8.21%+15.0pp | 10.84%+12.4pp | 9.30%+13.9pp |
| Employer contribution / active EE | $43,918 | $45,479-3.4% | $35,054+25.3% | $43,742+0.4% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $12,596-100.0% | - | $12,596-100.0% |