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 | $47,387 | $176,056-73.1% | $159,436-70.3% | $167,490-71.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 11.27% | 331.75%-320.5pp | 263.57%-252.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,120 | $5,297-60.0% | $4,829-56.1% | $4,837-56.2% |
| Participant deferral / active EE | $2,455 | $7,750-68.3% | $7,352-66.6% | $6,341-61.3% |
| Admin fee / account holder | $93 | $12,554-99.3% | $10,799-99.1% | $12,309-99.2% |