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 | $48,058 | $114,047-57.9% | $96,139-50.0% | $167,490-71.3% |
| Participation rate | 78.3% | 75.1%+3.2pp | 68.4%+9.8pp | 82.1%-3.8pp |
| Annual return | 17.38% | 189.88%-172.5pp | 191.94%-174.6pp | 478.56%-461.2pp |
| Employer contribution / active EE | $623 | $3,427-81.8% | $2,797-77.7% | $4,837-87.1% |
| Participant deferral / active EE | $949 | $5,194-81.7% | $4,349-78.2% | $6,341-85.0% |
| Admin fee / account holder | $109 | $6,897-98.4% | $5,537-98.0% | $12,309-99.1% |