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 | $25,490 | $89,355-71.5% | $141,162-81.9% | $72,985-65.1% |
| Participation rate | 71.0% | 75.1%-4.1pp | 82.5%-11.5pp | 69.5%+1.5pp |
| Annual return | 21.02% | 111.85%-90.8pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,451 | $3,114-21.3% | $4,735-48.2% | $2,440+0.5% |
| Participant deferral / active EE | $371 | $5,418-93.2% | $6,709-94.5% | $3,607-89.7% |
| Admin fee / account holder | $49 | $5,958-99.2% | $10,261-99.5% | $5,124-99.0% |