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 7-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 | $459,402-100.0% | $411,083-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 38.9%-38.9pp | 30.8%-30.8pp | 43.0%-43.0pp |
| Annual return | 5.41% | 5.05%+0.4pp | 5.50%-0.1pp | 259.13%-253.7pp |
| Employer contribution / active EE | $18,891 | $35,260-46.4% | $28,518-33.8% | $41,469-54.4% |
| Participant deferral / active EE | $0 | $871-100.0% | $818-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $8,281-100.0% | $7,663-100.0% | $21,546-100.0% |