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 | $186,831 | $177,572+5.2% | $154,803+20.7% | $142,382+31.2% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 15.85% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,230 | $4,810-74.4% | $4,305-71.4% | $4,299-71.4% |
| Participant deferral / active EE | $1,116 | $6,272-82.2% | $5,540-79.9% | $6,507-82.9% |
| Admin fee / account holder | $296 | $16,786-98.2% | $14,329-97.9% | $12,624-97.7% |