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 | $89,987 | $126,574-28.9% | $106,213-15.3% | $145,922-38.3% |
| Participation rate | 95.0% | 77.6%+17.4pp | 75.3%+19.7pp | 80.3%+14.7pp |
| Annual return | 8.19% | 224.79%-216.6pp | 116.14%-108.0pp | 561.29%-553.1pp |
| Employer contribution / active EE | $6,651 | $3,730+78.3% | $3,171+109.7% | $4,660+42.7% |
| Participant deferral / active EE | $174 | $5,724-97.0% | $5,016-96.5% | $6,688-97.4% |
| Admin fee / account holder | $186 | $17,304-98.9% | $11,033-98.3% | $13,397-98.6% |