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 | $91,433 | $165,335-44.7% | $149,696-38.9% | $158,922-42.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.38% | 348.15%-331.8pp | 276.60%-260.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $4,400 | $5,103-13.8% | $4,644-5.3% | $4,761-7.6% |
| Participant deferral / active EE | $474 | $7,181-93.4% | $6,842-93.1% | $5,982-92.1% |
| Admin fee / account holder | $73 | $10,807-99.3% | $9,309-99.2% | $11,246-99.4% |