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 | $35,046 | $159,901-78.1% | $146,958-76.2% | $145,922-76.0% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 16.15% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,803 | $5,286-65.9% | $4,933-63.5% | $4,660-61.3% |
| Participant deferral / active EE | $2,457 | $8,428-70.9% | $8,070-69.6% | $6,688-63.3% |
| Admin fee / account holder | $34 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |