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 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $227,811-100.0% | $157,677-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 28.6%-28.6pp | 44.0%-44.0pp |
| Annual return | 10.26% | 8.39%+1.9pp | 8.39%+1.9pp | 13.05%-2.8pp |
| Employer contribution / active EE | $0 | $45,860-100.0% | $41,487-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $40-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $3,303-100.0% | $30,864-100.0% |