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 | $130,695 | $176,377-25.9% | $134,143-2.6% | $158,922-17.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.31% | 63.63%-45.3pp | 36.33%-18.0pp | 302.83%-284.5pp |
| Employer contribution / active EE | $20,867 | $5,040+314.0% | $3,704+463.4% | $4,761+338.3% |
| Participant deferral / active EE | $0 | $4,091-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $112 | $8,718-98.7% | $6,684-98.3% | $11,246-99.0% |