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 | $202,419 | $209,411-3.3% | $178,490+13.4% | $158,922+27.4% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 13.83% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $9,459 | $5,706+65.8% | $5,011+88.8% | $4,761+98.7% |
| Participant deferral / active EE | $929 | $5,954-84.4% | $5,202-82.1% | $5,982-84.5% |
| Admin fee / account holder | $102 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |