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 | $44,162 | $165,335-73.3% | $149,696-70.5% | $158,922-72.2% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 19.73% | 348.15%-328.4pp | 276.60%-256.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,050 | $5,103-79.4% | $4,644-77.4% | $4,761-77.9% |
| Participant deferral / active EE | $1,298 | $7,181-81.9% | $6,842-81.0% | $5,982-78.3% |
| Admin fee / account holder | $248 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |