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 | $212,426 | $165,335+28.5% | $149,696+41.9% | $158,922+33.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.87% | 348.15%-334.3pp | 276.60%-262.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,768 | $5,103-65.4% | $4,644-61.9% | $4,761-62.9% |
| Participant deferral / active EE | $2,263 | $7,181-68.5% | $6,842-66.9% | $5,982-62.2% |
| Admin fee / account holder | $157 | $10,807-98.6% | $9,309-98.3% | $11,246-98.6% |