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 | $55,126 | $209,411-73.7% | $178,490-69.1% | $158,922-65.3% |
| Participation rate | 70.6% | 86.3%-15.8pp | 81.9%-11.3pp | 82.0%-11.4pp |
| Annual return | 15.58% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,266 | $5,706-77.8% | $5,011-74.7% | $4,761-73.4% |
| Participant deferral / active EE | $1,465 | $5,954-75.4% | $5,202-71.8% | $5,982-75.5% |
| Admin fee / account holder | $171 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |