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 | $30,418 | $152,587-80.1% | $125,175-75.7% | $152,861-80.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.36% | 54.84%-35.5pp | 43.79%-24.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $8,324 | $4,946+68.3% | $3,865+115.3% | $4,762+74.8% |
| Participant deferral / active EE | $535 | $5,868-90.9% | $4,937-89.2% | $5,850-90.9% |
| Admin fee / account holder | $276 | $13,434-97.9% | $9,702-97.2% | $11,596-97.6% |