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 | $51,580 | $78,672-34.4% | $109,143-52.7% | $85,850-39.9% |
| Participation rate | 88.0% | 68.3%+19.7pp | 75.9%+12.1pp | 69.3%+18.7pp |
| Annual return | 13.89% | 25.09%-11.2pp | 25.75%-11.9pp | 318.53%-304.6pp |
| Employer contribution / active EE | $10,123 | $2,735+270.1% | $3,722+172.0% | $2,565+294.6% |
| Participant deferral / active EE | $342 | $3,467-90.1% | $4,653-92.7% | $3,952-91.3% |
| Admin fee / account holder | $183 | $5,469-96.6% | $6,752-97.3% | $6,260-97.1% |