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 | $128,133 | $159,901-19.9% | $146,958-12.8% | $145,922-12.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 11.77% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,398 | $5,286-73.6% | $4,933-71.7% | $4,660-70.0% |
| Participant deferral / active EE | $2,462 | $8,428-70.8% | $8,070-69.5% | $6,688-63.2% |
| Admin fee / account holder | $65 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |