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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 7.77% | 8.15%-0.4pp | 8.06%-0.3pp | 8.76%-1.0pp |
| Employer contribution / active EE | $122,725 | $60,767+102.0% | $42,627+187.9% | $16,627+638.1% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $71-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |