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 | $51,446 | $157,256-67.3% | $141,162-63.6% | $152,861-66.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 19.35% | 64.32%-45.0pp | 71.39%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,167 | $5,261-77.8% | $4,735-75.4% | $4,762-75.5% |
| Participant deferral / active EE | $2,115 | $7,109-70.2% | $6,709-68.5% | $5,850-63.8% |
| Admin fee / account holder | $50 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |