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 9-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 | $1,185,213-100.0% | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | - |
| Annual return | 2.98% | 42.38%-39.4pp | 9.52%-6.5pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $41,951-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $18-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $1,512-100.0% | - |