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 | $26,740 | $176,056-84.8% | $159,436-83.2% | $167,490-84.0% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 28.55% | 331.75%-303.2pp | 263.57%-235.0pp | 478.56%-450.0pp |
| Employer contribution / active EE | $1,199 | $5,297-77.4% | $4,829-75.2% | $4,837-75.2% |
| Participant deferral / active EE | $1,922 | $7,750-75.2% | $7,352-73.9% | $6,341-69.7% |
| Admin fee / account holder | $149 | $12,554-98.8% | $10,799-98.6% | $12,309-98.8% |