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 | $32,279 | $228,332-85.9% | $185,823-82.6% | $158,922-79.7% |
| Participation rate | 91.3% | 82.3%+9.0pp | 78.0%+13.3pp | 82.0%+9.3pp |
| Annual return | 13.14% | 40.80%-27.7pp | 35.95%-22.8pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,237 | $4,967-75.1% | $4,087-69.7% | $4,761-74.0% |
| Participant deferral / active EE | $460 | $6,415-92.8% | $5,632-91.8% | $5,982-92.3% |
| Admin fee / account holder | $200 | $11,864-98.3% | $9,500-97.9% | $11,246-98.2% |