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 | $25,678 | $176,056-85.4% | $159,436-83.9% | $167,490-84.7% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 16.41% | 331.75%-315.3pp | 263.57%-247.2pp | 478.56%-462.1pp |
| Employer contribution / active EE | $4,509 | $5,297-14.9% | $4,829-6.6% | $4,837-6.8% |
| Participant deferral / active EE | $2,220 | $7,750-71.4% | $7,352-69.8% | $6,341-65.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |