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 | $59,868 | $105,859-43.4% | $90,160-33.6% | $147,584-59.4% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 19.82% | 37.63%-17.8pp | 34.88%-15.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,651 | $4,126-60.0% | $3,318-50.3% | $4,876-66.2% |
| Participant deferral / active EE | $1,351 | $5,733-76.4% | $5,288-74.4% | $5,439-75.2% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |