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 | $28,811 | $114,237-74.8% | $119,258-75.8% | $167,490-82.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 25.88% | 29.87%-4.0pp | 30.69%-4.8pp | 478.56%-452.7pp |
| Employer contribution / active EE | $3,419 | $4,481-23.7% | $4,384-22.0% | $4,837-29.3% |
| Participant deferral / active EE | $1,005 | $6,084-83.5% | $6,111-83.5% | $6,341-84.1% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,309-100.0% |