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 | $19,096 | $80,717-76.3% | $154,803-87.7% | $84,808-77.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.76% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $714 | $2,761-74.1% | $4,305-83.4% | $2,631-72.9% |
| Participant deferral / active EE | $729 | $3,303-77.9% | $5,540-86.8% | $4,212-82.7% |
| Admin fee / account holder | $294 | $6,746-95.6% | $14,329-98.0% | $7,344-96.0% |