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 3-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 | $34,167 | $159,602-78.6% | $150,045-77.2% | $142,382-76.0% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 21.48% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,230 | $4,961-75.2% | $4,693-73.8% | $4,299-71.4% |
| Participant deferral / active EE | $1,832 | $8,310-78.0% | $7,997-77.1% | $6,507-71.8% |
| Admin fee / account holder | $265 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |