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 | $40,671 | $115,882-64.9% | $100,516-59.5% | $158,922-74.4% |
| Participation rate | 86.7% | 81.6%+5.1pp | 79.4%+7.3pp | 82.0%+4.7pp |
| Annual return | 28.32% | 34.79%-6.5pp | 30.89%-2.6pp | 302.83%-274.5pp |
| Employer contribution / active EE | $2,352 | $4,103-42.7% | $3,418-31.2% | $4,761-50.6% |
| Participant deferral / active EE | $1,727 | $6,674-74.1% | $6,270-72.5% | $5,982-71.1% |
| Admin fee / account holder | $23 | $10,995-99.8% | $8,081-99.7% | $11,246-99.8% |