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 | $122,777 | $135,952-9.7% | $123,892-0.9% | $273,961-55.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.99% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,016 | $5,170-61.0% | $4,617-56.3% | $4,869-58.6% |
| Participant deferral / active EE | $1,059 | $6,343-83.3% | $5,984-82.3% | $5,287-80.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |