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 | $35,774 | $149,734-76.1% | $118,925-69.9% | $158,922-77.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 9.35% | 19.95%-10.6pp | 35.88%-26.5pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,561 | $4,115-62.1% | $3,263-52.2% | $4,761-67.2% |
| Participant deferral / active EE | $737 | $5,223-85.9% | $4,265-82.7% | $5,982-87.7% |
| Admin fee / account holder | $8 | $8,603-99.9% | $6,581-99.9% | $11,246-99.9% |