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 | $140,658 | $100,754+39.6% | $86,677+62.3% | $134,475+4.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -6.36% | 29.04%-35.4pp | 35.91%-42.3pp | 417.96%-424.3pp |
| Employer contribution / active EE | $2,515 | $3,489-27.9% | $2,836-11.3% | $4,740-46.9% |
| Participant deferral / active EE | $1,005 | $5,338-81.2% | $4,656-78.4% | $6,400-84.3% |
| Admin fee / account holder | $1 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |