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 | $30,174 | $115,770-73.9% | $101,248-70.2% | $158,922-81.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 10.52% | 56.14%-45.6pp | 46.47%-36.0pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,304 | $4,175-68.8% | $3,660-64.4% | $4,761-72.6% |
| Participant deferral / active EE | $297 | $4,957-94.0% | $4,370-93.2% | $5,982-95.0% |
| Admin fee / account holder | $156 | $7,245-97.8% | $5,945-97.4% | $11,246-98.6% |