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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,831-100.0% | $220,504-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 35.7%-35.7pp | 9.9%-9.9pp |
| Annual return | -8.51% | -12.22%+3.7pp | -9.09%+0.6pp | -5.25%-3.3pp |
| Employer contribution / active EE | $2,778 | $7,394-62.4% | $36,696-92.4% | $15,166-81.7% |
| Participant deferral / active EE | $0 | $0 | $63-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $309-100.0% | $4,802-100.0% | $3,859-100.0% |