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 | $38,395 | $152,587-74.8% | $125,175-69.3% | $152,861-74.9% |
| Participation rate | 95.5% | 83.3%+12.1pp | 79.8%+15.7pp | 82.4%+13.0pp |
| Annual return | 18.71% | 54.84%-36.1pp | 43.79%-25.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,636 | $4,946-66.9% | $3,865-57.7% | $4,762-65.6% |
| Participant deferral / active EE | $1,440 | $5,868-75.5% | $4,937-70.8% | $5,850-75.4% |
| Admin fee / account holder | $55 | $13,434-99.6% | $9,702-99.4% | $11,596-99.5% |