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 | $164,914 | $176,812-6.7% | $146,665+12.4% | $167,490-1.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.23% | 24.03%-6.8pp | 22.74%-5.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $5,855 | $5,160+13.5% | $4,136+41.5% | $4,837+21.0% |
| Participant deferral / active EE | $792 | $6,440-87.7% | $5,506-85.6% | $6,341-87.5% |
| Admin fee / account holder | $65 | $13,259-99.5% | $10,280-99.4% | $12,309-99.5% |