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 | $319,986-100.0% | $454,052-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 35.8%-35.8pp | 18.4%-18.4pp | 37.6%-37.6pp |
| Annual return | 12.97% | 7.48%+5.5pp | 8.95%+4.0pp | 9.30%+3.7pp |
| Employer contribution / active EE | $50,000 | $54,901-8.9% | $46,559+7.4% | $43,742+14.3% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $24,500-100.0% | $19,831-100.0% | $12,596-100.0% |