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 | $175,534 | $179,726-2.3% | $156,263+12.3% | $142,382+23.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.45% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,649 | $5,069-67.5% | $4,333-62.0% | $4,299-61.7% |
| Participant deferral / active EE | $1,696 | $6,956-75.6% | $6,158-72.5% | $6,507-73.9% |
| Admin fee / account holder | $182 | $17,272-98.9% | $14,255-98.7% | $12,624-98.6% |