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 | $153,978 | $198,466-22.4% | $170,442-9.7% | $147,584+4.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.44% | 257.29%-243.9pp | 205.93%-192.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,715 | $6,184-72.3% | $5,433-68.4% | $4,876-64.8% |
| Participant deferral / active EE | $1,650 | $5,629-70.7% | $4,939-66.6% | $5,439-69.7% |
| Admin fee / account holder | $240 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |