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 | $40,736 | $115,770-64.8% | $101,248-59.8% | $158,922-74.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 16.80% | 56.14%-39.3pp | 46.47%-29.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $7,533 | $4,175+80.4% | $3,660+105.8% | $4,761+58.2% |
| Participant deferral / active EE | $1,289 | $4,957-74.0% | $4,370-70.5% | $5,982-78.5% |
| Admin fee / account holder | $223 | $7,245-96.9% | $5,945-96.2% | $11,246-98.0% |