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 | $215,746 | $167,307+29.0% | $143,757+50.1% | $134,475+60.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 15.88% | 0.46%+15.4pp | -0.04%+15.9pp | 417.96%-402.1pp |
| Employer contribution / active EE | $8,116 | $5,619+44.4% | $4,951+63.9% | $4,740+71.2% |
| Participant deferral / active EE | $660 | $6,446-89.8% | $5,637-88.3% | $6,400-89.7% |
| Admin fee / account holder | $296 | $18,088-98.4% | $14,673-98.0% | $11,426-97.4% |