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 | $69,871 | $157,256-55.6% | $141,162-50.5% | $152,861-54.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 15.86% | 64.32%-48.5pp | 71.39%-55.5pp | 345.32%-329.5pp |
| Employer contribution / active EE | $1,229 | $5,261-76.6% | $4,735-74.0% | $4,762-74.2% |
| Participant deferral / active EE | $1,662 | $7,109-76.6% | $6,709-75.2% | $5,850-71.6% |
| Admin fee / account holder | $17 | $12,120-99.9% | $10,261-99.8% | $11,596-99.9% |