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 | $43,679 | $109,359-60.1% | $162,163-73.1% | $72,985-40.2% |
| Participation rate | 72.7% | 84.3%-11.5pp | 87.6%-14.8pp | 69.5%+3.2pp |
| Annual return | 19.93% | 25.46%-5.5pp | 115.59%-95.7pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,597 | $3,907-59.1% | $5,614-71.5% | $2,440-34.5% |
| Participant deferral / active EE | $2,172 | $5,481-60.4% | $7,298-70.2% | $3,607-39.8% |
| Admin fee / account holder | $27 | $7,972-99.7% | $10,843-99.7% | $5,124-99.5% |