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 | $25,683 | $227,553-88.7% | $189,557-86.5% | $167,490-84.7% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.4%-8.4pp | 82.1%-12.1pp |
| Annual return | 14.17% | 78.40%-64.2pp | 64.17%-50.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,138 | $5,316-78.6% | $4,412-74.2% | $4,837-76.5% |
| Participant deferral / active EE | $1,177 | $7,002-83.2% | $6,174-80.9% | $6,341-81.4% |
| Admin fee / account holder | $116 | $11,878-99.0% | $9,807-98.8% | $12,309-99.1% |