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 | $22,772 | $65,041-65.0% | $90,951-75.0% | $79,858-71.5% |
| Participation rate | 95.1% | 61.6%+33.5pp | 69.0%+26.1pp | 69.6%+25.4pp |
| Annual return | 15.42% | 30.45%-15.0pp | 134.60%-119.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,158 | $1,247-7.1% | $2,122-45.4% | $2,471-53.1% |
| Participant deferral / active EE | $838 | $2,512-66.6% | $3,373-75.2% | $3,740-77.6% |
| Admin fee / account holder | $282 | $4,536-93.8% | $5,959-95.3% | $5,306-94.7% |