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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 17.1%-17.1pp |
| Annual return | 11.90% | 10.98%+0.9pp | 9.49%+2.4pp | 9.82%+2.1pp |
| Employer contribution / active EE | $12,500 | $19,261-35.1% | $29,215-57.2% | $13,587-8.0% |
| Participant deferral / active EE | $11,694 | $1,087+976.1% | $359+3155.3% | $81+14249.6% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |