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 | $54,666 | $93,571-41.6% | $135,903-59.8% | $75,163-27.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 23.71% | 30.90%-7.2pp | 68.23%-44.5pp | 160.62%-136.9pp |
| Employer contribution / active EE | $1,292 | $3,537-63.5% | $4,856-73.4% | $2,670-51.6% |
| Participant deferral / active EE | $2,259 | $6,404-64.7% | $7,758-70.9% | $4,125-45.2% |
| Admin fee / account holder | $230 | $6,975-96.7% | $10,762-97.9% | $5,651-95.9% |