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 | $152,332 | $154,117-1.2% | $129,995+17.2% | $139,434+9.3% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 15.25% | 32.48%-17.2pp | -137.18%+152.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,313 | $5,289-75.2% | $4,320-69.6% | $4,751-72.4% |
| Participant deferral / active EE | $1,499 | $6,710-77.7% | $5,820-74.2% | $6,710-77.7% |
| Admin fee / account holder | -$714 | $14,007-105.1% | $10,614-106.7% | $11,403-106.3% |