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 5-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 | $152,947 | $142,344+7.4% | $119,609+27.9% | $134,475+13.7% |
| Participation rate | 72.2% | 82.8%-10.6pp | 79.3%-7.0pp | 81.2%-9.0pp |
| Annual return | 5.56% | -12.44%+18.0pp | -14.97%+20.5pp | 417.96%-412.4pp |
| Employer contribution / active EE | $2,746 | $5,222-47.4% | $4,232-35.1% | $4,740-42.1% |
| Participant deferral / active EE | $541 | $6,469-91.6% | $5,602-90.3% | $6,400-91.5% |
| Admin fee / account holder | $279 | $13,584-97.9% | $10,323-97.3% | $11,426-97.6% |