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 | $31,878 | $214,378-85.1% | $200,582-84.1% | $142,382-77.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 13.17% | 46.41%-33.2pp | 42.33%-29.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,658 | $6,841-75.8% | $6,419-74.2% | $4,299-61.4% |
| Participant deferral / active EE | $2,671 | $9,865-72.9% | $9,331-71.4% | $6,507-59.0% |
| Admin fee / account holder | $103 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |