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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $284,260-100.0% | $284,260-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 22.7%-22.7pp | 15.3%-15.3pp | 39.2%-39.2pp |
| Annual return | -0.43% | 44.00%-44.4pp | 37.43%-37.9pp | 13.91%-14.3pp |
| Employer contribution / active EE | $33,333 | $42,786-22.1% | $38,058-12.4% | $35,282-5.5% |
| Participant deferral / active EE | $0 | $125-100.0% | $121-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $266,169-100.0% | $266,169-100.0% | $41,846-100.0% |