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 | $17,068 | $115,882-85.3% | $100,516-83.0% | $158,922-89.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.52% | 34.79%-18.3pp | 30.89%-14.4pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,993 | $4,103-2.7% | $3,418+16.8% | $4,761-16.1% |
| Participant deferral / active EE | $1,799 | $6,674-73.0% | $6,270-71.3% | $5,982-69.9% |
| Admin fee / account holder | $43 | $10,995-99.6% | $8,081-99.5% | $11,246-99.6% |