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 5-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 | $58,913 | $427,974-86.2% | $412,440-85.7% | $474,542-87.6% |
| Participation rate | 100.0% | 87.7%+12.3pp | 85.4%+14.6pp | 87.2%+12.8pp |
| Annual return | 0.00% | 8.97%-9.0pp | 8.58%-8.6pp | 7.51%-7.5pp |
| Employer contribution / active EE | $0 | $18,215-100.0% | $19,314-100.0% | $27,752-100.0% |
| Participant deferral / active EE | $0 | $8,480-100.0% | $8,006-100.0% | $6,403-100.0% |
| Admin fee / account holder | $0 | $6,137-100.0% | $6,403-100.0% | $6,133-100.0% |