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 | $68,388 | $176,056-61.2% | $159,436-57.1% | $167,490-59.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.56% | 331.75%-311.2pp | 263.57%-243.0pp | 478.56%-458.0pp |
| Employer contribution / active EE | $1,536 | $5,297-71.0% | $4,829-68.2% | $4,837-68.2% |
| Participant deferral / active EE | $2,343 | $7,750-69.8% | $7,352-68.1% | $6,341-63.1% |
| Admin fee / account holder | $24 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |