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 | $12,658 | $65,409-80.6% | $98,442-87.1% | $85,850-85.3% |
| Participation rate | 71.9% | 65.0%+6.9pp | 73.3%-1.5pp | 69.3%+2.6pp |
| Annual return | 13.85% | 21.76%-7.9pp | 1492.73%-1478.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $510 | $2,168-76.5% | $2,960-82.8% | $2,565-80.1% |
| Participant deferral / active EE | $623 | $3,166-80.3% | $4,276-85.4% | $3,952-84.2% |
| Admin fee / account holder | $11 | $4,593-99.8% | $5,949-99.8% | $6,260-99.8% |