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 | $42,250-100.0% | $42,250-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 18.8%-18.8pp | 45.9%-45.9pp |
| Annual return | 8.85% | 5.70%+3.1pp | 7.25%+1.6pp | 10.21%-1.4pp |
| Employer contribution / active EE | $0 | $43,008-100.0% | $33,137-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $159-100.0% | $159-100.0% | $13,518-100.0% |