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 | $287,075-100.0% | - | $287,075-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 55.8%-55.8pp |
| Annual return | -25.49% | 8.67%-34.2pp | 8.37%-33.9pp | 24.42%-49.9pp |
| Employer contribution / active EE | $77,136 | $36,029+114.1% | $29,626+160.4% | $41,338+86.6% |
| Participant deferral / active EE | $0 | $0 | $0 | $55-100.0% |
| Admin fee / account holder | $0 | $22,079-100.0% | - | $22,079-100.0% |