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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $6,886-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.1%-11.1pp | 2.1%-2.1pp |
| Annual return | 8.41% | 7.65%+0.8pp | 7.14%+1.3pp | 7.65%+0.8pp |
| Employer contribution / active EE | $1,505 | $20,599-92.7% | $20,022-92.5% | $20,599-92.7% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $31-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5-100.0% | $193-100.0% |