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 | $44,122 | $77,634-43.2% | $156,549-71.8% | $62,891-29.8% |
| Participation rate | 72.1% | 71.2%+0.9pp | 84.0%-11.9pp | 69.3%+2.8pp |
| Annual return | 9.40% | 50.32%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,645 | $3,444-52.2% | $5,501-70.1% | $2,281-27.9% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $271 | $5,561-95.1% | $13,027-97.9% | $4,296-93.7% |