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 | $80,458 | $197,591-59.3% | $177,821-54.8% | $158,922-49.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 42.74% | 58.76%-16.0pp | 48.32%-5.6pp | 302.83%-260.1pp |
| Employer contribution / active EE | $1,796 | $6,697-73.2% | $5,918-69.7% | $4,761-62.3% |
| Participant deferral / active EE | $1,802 | $8,405-78.6% | $7,714-76.6% | $5,982-69.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |