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 | $65,204 | $81,208-19.7% | $98,907-34.1% | $79,858-18.3% |
| Participation rate | 89.7% | 72.5%+17.1pp | 76.0%+13.6pp | 69.6%+20.0pp |
| Annual return | 12.55% | 60.99%-48.4pp | 196.43%-183.9pp | 31.71%-19.2pp |
| Employer contribution / active EE | $847 | $1,960-56.8% | $2,689-68.5% | $2,471-65.7% |
| Participant deferral / active EE | $1,119 | $3,265-65.7% | $4,244-73.6% | $3,740-70.1% |
| Admin fee / account holder | $30 | $6,013-99.5% | $6,642-99.5% | $5,306-99.4% |