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 4-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 | $14,687 | $104,974-86.0% | $95,585-84.6% | $142,382-89.7% |
| Participation rate | 72.7% | 75.0%-2.2pp | 72.1%+0.7pp | 80.1%-7.4pp |
| Annual return | 13.18% | 210.33%-197.2pp | 38.56%-25.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $459 | $2,779-83.5% | $2,527-81.8% | $4,299-89.3% |
| Participant deferral / active EE | $611 | $4,352-86.0% | $4,023-84.8% | $6,507-90.6% |
| Admin fee / account holder | $58 | $6,386-99.1% | $6,127-99.0% | $12,624-99.5% |