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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $943,036-100.0% | $943,036-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 9.1%-9.1pp | 44.0%-44.0pp |
| Annual return | -0.91% | 4.96%-5.9pp | 5.62%-6.5pp | 13.05%-14.0pp |
| Employer contribution / active EE | $102,000 | $47,340+115.5% | $37,825+169.7% | $37,639+171.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $49-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $30,864-100.0% |