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 | $76,945 | $165,335-53.5% | $149,696-48.6% | $158,922-51.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 9.95% | 348.15%-338.2pp | 276.60%-266.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $6,365 | $5,103+24.7% | $4,644+37.0% | $4,761+33.7% |
| Participant deferral / active EE | $1,800 | $7,181-74.9% | $6,842-73.7% | $5,982-69.9% |
| Admin fee / account holder | $196 | $10,807-98.2% | $9,309-97.9% | $11,246-98.3% |