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 | $38,241 | $201,272-81.0% | $184,203-79.2% | $145,922-73.8% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 10.63% | 29.00%-18.4pp | 28.81%-18.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,526 | $7,022-64.0% | $6,427-60.7% | $4,660-45.8% |
| Participant deferral / active EE | $2,647 | $9,806-73.0% | $9,131-71.0% | $6,688-60.4% |
| Admin fee / account holder | $160 | $16,364-99.0% | $13,901-98.8% | $13,397-98.8% |