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 | $73,197 | $152,587-52.0% | $125,175-41.5% | $152,861-52.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.56% | 54.84%-39.3pp | 43.79%-28.2pp | 345.32%-329.8pp |
| Employer contribution / active EE | $2,134 | $4,946-56.9% | $3,865-44.8% | $4,762-55.2% |
| Participant deferral / active EE | $1,192 | $5,868-79.7% | $4,937-75.9% | $5,850-79.6% |
| Admin fee / account holder | $219 | $13,434-98.4% | $9,702-97.7% | $11,596-98.1% |