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 | $118,742 | $71,883+65.2% | $86,677+37.0% | $68,494+73.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -6.03% | 3.52%-9.6pp | 35.91%-41.9pp | -7.84%+1.8pp |
| Employer contribution / active EE | $822 | $2,173-62.2% | $2,836-71.0% | $2,596-68.4% |
| Participant deferral / active EE | $1,416 | $3,779-62.5% | $4,656-69.6% | $4,027-64.8% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |