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 | $31,832 | $78,422-59.4% | $95,952-66.8% | $79,858-60.1% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 10.92% | 19.37%-8.5pp | 91.61%-80.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,007 | $1,945-48.2% | $2,541-60.4% | $2,471-59.2% |
| Participant deferral / active EE | $1,563 | $3,440-54.6% | $4,167-62.5% | $3,740-58.2% |
| Admin fee / account holder | $175 | $5,622-96.9% | $6,795-97.4% | $5,306-96.7% |