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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $377,755-100.0% | $377,755-100.0% | $478,521-100.0% |
| Participation rate | 0.0% | 91.5%-91.5pp | 88.0%-88.0pp | 89.3%-89.3pp |
| Annual return | 0.01% | -22.74%+22.8pp | 308.27%-308.3pp | 101.52%-101.5pp |
| Employer contribution / active EE | $50,000 | $19,764+153.0% | $19,764+153.0% | $22,406+123.2% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $2,885-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $8,486-100.0% | $8,486-100.0% | $12,578-100.0% |