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 | $105,125-100.0% | $463,922-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 14.6%-14.6pp |
| Annual return | -3.35% | -3.96%+0.6pp | 60.62%-64.0pp | 10.56%-13.9pp |
| Employer contribution / active EE | $29,762 | $14,274+108.5% | $61,657-51.7% | $13,643+118.1% |
| Participant deferral / active EE | $0 | $0 | $288-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $23-100.0% | $3,354-100.0% |