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 | $14,476 | $114,381-87.3% | $107,525-86.5% | $142,382-89.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.21% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,098 | $4,015-72.7% | $3,754-70.8% | $4,299-74.5% |
| Participant deferral / active EE | $1,230 | $5,564-77.9% | $5,116-75.9% | $6,507-81.1% |
| Admin fee / account holder | $230 | $9,860-97.7% | $8,919-97.4% | $12,624-98.2% |