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 | $207,327 | $214,378-3.3% | $200,582+3.4% | $142,382+45.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 71.55% | 46.41%+25.1pp | 42.33%+29.2pp | 217.08%-145.5pp |
| Employer contribution / active EE | $1,691 | $6,841-75.3% | $6,419-73.7% | $4,299-60.7% |
| Participant deferral / active EE | $2,486 | $9,865-74.8% | $9,331-73.4% | $6,507-61.8% |
| Admin fee / account holder | $141 | $17,692-99.2% | $16,305-99.1% | $12,624-98.9% |