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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,994 | $76,312+90.0% | $67,221+115.7% | $158,922-8.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.10% | 22.77%-6.7pp | 20.72%-4.6pp | 302.83%-286.7pp |
| Employer contribution / active EE | $6,820 | $4,476+52.4% | $3,723+83.2% | $4,761+43.2% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $4,384-100.0% | $5,982-100.0% |
| Admin fee / account holder | $160 | $8,005-98.0% | $5,844-97.3% | $11,246-98.6% |