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 | $36,567 | $70,669-48.3% | $169,368-78.4% | $75,163-51.4% |
| Participation rate | 85.2% | 64.8%+20.4pp | 77.1%+8.0pp | 67.2%+18.0pp |
| Annual return | 21.99% | 36.36%-14.4pp | 405.60%-383.6pp | 160.62%-138.6pp |
| Employer contribution / active EE | $846 | $2,211-61.8% | $4,013-78.9% | $2,670-68.3% |
| Participant deferral / active EE | $1,296 | $4,311-69.9% | $6,221-79.2% | $4,125-68.6% |
| Admin fee / account holder | $81 | $5,402-98.5% | $9,003-99.1% | $5,651-98.6% |