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 6-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 | $68,029 | $167,307-59.3% | $143,757-52.7% | $134,475-49.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.29% | 0.46%-13.7pp | -0.04%-13.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $3,128 | $5,619-44.3% | $4,951-36.8% | $4,740-34.0% |
| Participant deferral / active EE | $263 | $6,446-95.9% | $5,637-95.3% | $6,400-95.9% |
| Admin fee / account holder | $16 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |