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 | $27,859 | $94,752-70.6% | $112,887-75.3% | $139,434-80.0% |
| Participation rate | 93.8% | 81.3%+12.5pp | 80.5%+13.2pp | 80.3%+13.4pp |
| Annual return | 16.48% | 40.88%-24.4pp | 34.10%-17.6pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,250 | $4,625-73.0% | $4,563-72.6% | $4,751-73.7% |
| Participant deferral / active EE | $1,426 | $6,512-78.1% | $6,513-78.1% | $6,710-78.7% |
| Admin fee / account holder | $168 | $8,527-98.0% | $7,047-97.6% | $11,403-98.5% |