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 | $65,430 | $183,519-64.3% | $155,509-57.9% | $145,922-55.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.43% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,128 | $5,313-78.8% | $4,672-75.9% | $4,660-75.8% |
| Participant deferral / active EE | $1,354 | $6,462-79.1% | $5,626-75.9% | $6,688-79.8% |
| Admin fee / account holder | $55 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |