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 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 | $546,767-100.0% | $455,660-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 88.2%-88.2pp | 83.5%-83.5pp |
| Annual return | 11.10% | 10.35%+0.7pp | 18.72%-7.6pp | 10.35%+0.7pp |
| Employer contribution / active EE | $24,195 | $24,752-2.3% | $10,947+121.0% | $24,752-2.3% |
| Participant deferral / active EE | $0 | $3,964-100.0% | $1,211-100.0% | $3,964-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $4,920-100.0% | $48,677-100.0% |