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 | $137,306 | $110,261+24.5% | $95,745+43.4% | $139,434-1.5% |
| Participation rate | 90.0% | 75.8%+14.2pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 19.10% | 27.11%-8.0pp | 28.35%-9.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $6,168 | $3,257+89.3% | $2,835+117.6% | $4,751+29.8% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,245-100.0% | $6,710-100.0% |
| Admin fee / account holder | $173 | $6,613-97.4% | $5,678-97.0% | $11,403-98.5% |