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 | $35,148 | $87,733-59.9% | $106,548-67.0% | $85,850-59.1% |
| Participation rate | 98.8% | 71.9%+26.8pp | 76.1%+22.6pp | 69.3%+29.5pp |
| Annual return | 19.05% | 21.86%-2.8pp | 26.80%-7.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $741 | $2,073-64.2% | $2,819-73.7% | $2,565-71.1% |
| Participant deferral / active EE | $1,080 | $3,469-68.9% | $4,398-75.4% | $3,952-72.7% |
| Admin fee / account holder | $170 | $6,767-97.5% | $7,407-97.7% | $6,260-97.3% |