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 | $546,767-100.0% | $266,369-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 100.0%-100.0pp | 83.5%-83.5pp |
| Annual return | 5.36% | 10.35%-5.0pp | 56.49%-51.1pp | 10.35%-5.0pp |
| Employer contribution / active EE | $16,896 | $24,752-31.7% | $36,882-54.2% | $24,752-31.7% |
| Participant deferral / active EE | $0 | $3,964-100.0% | $365-100.0% | $3,964-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $216-100.0% | $48,677-100.0% |