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 3-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $468,795-100.0% | $183,086-100.0% | $468,795-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 80.0%-80.0pp | 85.5%-85.5pp |
| Annual return | 3.46% | 39.95%-36.5pp | 7.47%-4.0pp | 39.95%-36.5pp |
| Employer contribution / active EE | $80,750 | $28,085+187.5% | $43,769+84.5% | $28,085+187.5% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $4,743-100.0% | $10,110-100.0% |
| Admin fee / account holder | $0 | $8,110-100.0% | $9,720-100.0% | $8,110-100.0% |