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 | $28,298 | $103,376-72.6% | $87,100-67.5% | $152,861-81.5% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 16.89% | 28.10%-11.2pp | 28.19%-11.3pp | 345.32%-328.4pp |
| Employer contribution / active EE | $769 | $3,220-76.1% | $2,521-69.5% | $4,762-83.8% |
| Participant deferral / active EE | $200 | $4,778-95.8% | $4,049-95.1% | $5,850-96.6% |
| Admin fee / account holder | $62 | $12,205-99.5% | $7,497-99.2% | $11,596-99.5% |