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 | $91,255 | $157,256-42.0% | $141,162-35.4% | $152,861-40.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.78% | 64.32%-36.5pp | 71.39%-43.6pp | 345.32%-317.5pp |
| Employer contribution / active EE | $3,299 | $5,261-37.3% | $4,735-30.3% | $4,762-30.7% |
| Participant deferral / active EE | $1,182 | $7,109-83.4% | $6,709-82.4% | $5,850-79.8% |
| Admin fee / account holder | $6 | $12,120-100.0% | $10,261-99.9% | $11,596-100.0% |