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 | $105,251 | $64,707+62.7% | $112,228-6.2% | $68,494+53.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 7.48% | -11.40%+18.9pp | 27.45%-20.0pp | -7.84%+15.3pp |
| Employer contribution / active EE | $1,377 | $2,746-49.9% | $3,635-62.1% | $2,596-47.0% |
| Participant deferral / active EE | $1,440 | $3,565-59.6% | $4,728-69.5% | $4,027-64.2% |
| Admin fee / account holder | $124 | $5,232-97.6% | $6,410-98.1% | $5,403-97.7% |