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 | $57,981 | $165,335-64.9% | $149,696-61.3% | $158,922-63.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.56% | 348.15%-333.6pp | 276.60%-262.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,031 | $5,103-79.8% | $4,644-77.8% | $4,761-78.3% |
| Participant deferral / active EE | $1,312 | $7,181-81.7% | $6,842-80.8% | $5,982-78.1% |
| Admin fee / account holder | $274 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |