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 | $27,374 | $49,227-44.4% | $70,449-61.1% | $79,858-65.7% |
| Participation rate | 84.4% | 69.2%+15.3pp | 75.1%+9.4pp | 69.6%+14.8pp |
| Annual return | 6.96% | 30.06%-23.1pp | 109.03%-102.1pp | 31.71%-24.8pp |
| Employer contribution / active EE | $2,267 | $2,099+8.0% | $2,737-17.1% | $2,471-8.2% |
| Participant deferral / active EE | $720 | $2,768-74.0% | $3,709-80.6% | $3,740-80.8% |
| Admin fee / account holder | $78 | $2,878-97.3% | $3,845-98.0% | $5,306-98.5% |