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 | $0 | $183,519-100.0% | $155,509-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 13.49% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,575 | $5,313-70.3% | $4,672-66.3% | $4,660-66.2% |
| Participant deferral / active EE | $1,166 | $6,462-82.0% | $5,626-79.3% | $6,688-82.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |