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 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 | $181,263-100.0% | $181,263-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 66.1%-66.1pp | 52.9%-52.9pp | 39.2%-39.2pp |
| Annual return | 14.18% | 12.30%+1.9pp | 12.57%+1.6pp | 13.91%+0.3pp |
| Employer contribution / active EE | $0 | $26,565-100.0% | $23,666-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $13-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $187,584-100.0% | $187,584-100.0% | $41,846-100.0% |