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 | $35,628 | $144,119-75.3% | $117,854-69.8% | $147,584-75.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 12.55% | 531.15%-518.6pp | 335.08%-322.5pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,875 | $4,896-61.7% | $3,786-50.5% | $4,876-61.5% |
| Participant deferral / active EE | $357 | $5,316-93.3% | $4,482-92.0% | $5,439-93.4% |
| Admin fee / account holder | $252 | $10,886-97.7% | $8,020-96.9% | $10,885-97.7% |