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 | $89,575 | $177,572-49.6% | $154,803-42.1% | $142,382-37.1% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 20.78% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,259 | $4,810-73.8% | $4,305-70.8% | $4,299-70.7% |
| Participant deferral / active EE | $1,499 | $6,272-76.1% | $5,540-72.9% | $6,507-77.0% |
| Admin fee / account holder | $190 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |