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 | $38,853 | $127,386-69.5% | $115,037-66.2% | $125,391-69.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.32% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $4,004 | $5,166-22.5% | $4,608-13.1% | $4,866-17.7% |
| Participant deferral / active EE | $1,903 | $6,423-70.4% | $6,026-68.4% | $5,352-64.4% |
| Admin fee / account holder | $78 | $9,516-99.2% | $8,175-99.1% | $9,540-99.2% |