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 | $23,492 | $118,849-80.2% | $96,562-75.7% | $167,490-86.0% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 21.42% | 50.49%-29.1pp | 37.78%-16.4pp | 478.56%-457.1pp |
| Employer contribution / active EE | $1,263 | $3,120-59.5% | $2,356-46.4% | $4,837-73.9% |
| Participant deferral / active EE | $574 | $4,616-87.6% | $3,849-85.1% | $6,341-90.9% |
| Admin fee / account holder | $48 | $8,065-99.4% | $6,181-99.2% | $12,309-99.6% |