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 | $166,634 | $158,817+4.9% | $121,196+37.5% | $135,375+23.1% |
| Participation rate | 77.8% | 79.3%-1.5pp | 71.7%+6.0pp | 82.6%-4.9pp |
| Annual return | 23.86% | -0.64%+24.5pp | 16.93%+6.9pp | 519.73%-495.9pp |
| Employer contribution / active EE | $1,201 | $5,665-78.8% | $4,022-70.1% | $4,779-74.9% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,344-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |