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 | $52,542 | $115,882-54.7% | $100,516-47.7% | $158,922-66.9% |
| Participation rate | 71.4% | 81.6%-10.1pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 26.38% | 34.79%-8.4pp | 30.89%-4.5pp | 302.83%-276.4pp |
| Employer contribution / active EE | $1,186 | $4,103-71.1% | $3,418-65.3% | $4,761-75.1% |
| Participant deferral / active EE | $1,844 | $6,674-72.4% | $6,270-70.6% | $5,982-69.2% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |