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 | $37,760 | $228,332-83.5% | $185,823-79.7% | $158,922-76.2% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 22.36% | 40.80%-18.4pp | 35.95%-13.6pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,095 | $4,967-57.8% | $4,087-48.7% | $4,761-56.0% |
| Participant deferral / active EE | $541 | $6,415-91.6% | $5,632-90.4% | $5,982-91.0% |
| Admin fee / account holder | $96 | $11,864-99.2% | $9,500-99.0% | $11,246-99.1% |