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 | $71,012 | $103,376-31.3% | $87,100-18.5% | $152,861-53.5% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 21.93% | 28.10%-6.2pp | 28.19%-6.3pp | 345.32%-323.4pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,506 | $4,778-68.5% | $4,049-62.8% | $5,850-74.3% |
| Admin fee / account holder | $169 | $12,205-98.6% | $7,497-97.8% | $11,596-98.5% |