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 | $90,794 | $179,726-49.5% | $156,263-41.9% | $142,382-36.2% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 17.16% | 77.86%-60.7pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,166 | $5,069-37.6% | $4,333-26.9% | $4,299-26.4% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $5 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |