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 | $62,697 | $177,572-64.7% | $154,803-59.5% | $142,382-56.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 18.14% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,349 | $4,810-72.0% | $4,305-68.7% | $4,299-68.6% |
| Participant deferral / active EE | $1,370 | $6,272-78.2% | $5,540-75.3% | $6,507-79.0% |
| Admin fee / account holder | $223 | $16,786-98.7% | $14,329-98.4% | $12,624-98.2% |