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 | $39,685 | $175,202-77.3% | $149,673-73.5% | $139,434-71.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 11.28% | 166.71%-155.4pp | 134.42%-123.1pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,566 | $5,474-71.4% | $4,818-67.5% | $4,751-67.0% |
| Participant deferral / active EE | $1,841 | $6,519-71.8% | $5,680-67.6% | $6,710-72.6% |
| Admin fee / account holder | $70 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |