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 | $84,282 | $175,202-51.9% | $149,673-43.7% | $139,434-39.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 11.10% | 166.71%-155.6pp | 134.42%-123.3pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,143 | $5,474-79.1% | $4,818-76.3% | $4,751-75.9% |
| Participant deferral / active EE | $571 | $6,519-91.2% | $5,680-89.9% | $6,710-91.5% |
| Admin fee / account holder | $133 | $16,150-99.2% | $13,210-99.0% | $11,403-98.8% |