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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $398,892-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 12.4%-12.4pp |
| Annual return | 8.29% | 9.27%-1.0pp | 8.55%-0.3pp | 9.89%-1.6pp |
| Employer contribution / active EE | $0 | $11,327-100.0% | $37,109-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $77,551-100.0% | $9,084-100.0% |