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 | $235,493-100.0% | $235,493-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 24.6%-24.6pp | 44.4%-44.4pp |
| Annual return | -13.09% | -5.95%-7.1pp | -6.07%-7.0pp | -14.65%+1.6pp |
| Employer contribution / active EE | $18,750 | $44,275-57.7% | $37,389-49.9% | $46,320-59.5% |
| Participant deferral / active EE | $0 | $146-100.0% | $182-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $12,327-100.0% | $14,631-100.0% |