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 | $44,768 | $176,056-74.6% | $159,436-71.9% | $167,490-73.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 15.35% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $971 | $5,297-81.7% | $4,829-79.9% | $4,837-79.9% |
| Participant deferral / active EE | $2,222 | $7,750-71.3% | $7,352-69.8% | $6,341-65.0% |
| Admin fee / account holder | $33 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |