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 6-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 | $69,935 | $183,519-61.9% | $155,509-55.0% | $145,922-52.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 15.05% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,600 | $5,313-51.1% | $4,672-44.4% | $4,660-44.2% |
| Participant deferral / active EE | $1,430 | $6,462-77.9% | $5,626-74.6% | $6,688-78.6% |
| Admin fee / account holder | $14 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |