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 | $73,133 | $159,602-54.2% | $150,045-51.3% | $142,382-48.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 23.99% | 70.24%-46.2pp | 62.55%-38.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,025 | $4,961-79.3% | $4,693-78.2% | $4,299-76.1% |
| Participant deferral / active EE | $2,173 | $8,310-73.9% | $7,997-72.8% | $6,507-66.6% |
| Admin fee / account holder | $19 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |