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 | $37,219 | $165,335-77.5% | $149,696-75.1% | $158,922-76.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 11.25% | 348.15%-336.9pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,322 | $5,103-74.1% | $4,644-71.5% | $4,761-72.2% |
| Participant deferral / active EE | $1,322 | $7,181-81.6% | $6,842-80.7% | $5,982-77.9% |
| Admin fee / account holder | $116 | $10,807-98.9% | $9,309-98.8% | $11,246-99.0% |