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 | $40,835 | $209,832-80.5% | $189,513-78.5% | $167,490-75.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.30% | 748.27%-736.0pp | 555.15%-542.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,242 | $6,914-67.6% | $6,162-63.6% | $4,837-53.6% |
| Participant deferral / active EE | $2,687 | $8,935-69.9% | $8,221-67.3% | $6,341-57.6% |
| Admin fee / account holder | $177 | $14,293-98.8% | $12,045-98.5% | $12,309-98.6% |