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 9-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 | $29,262 | $127,386-77.0% | $115,037-74.6% | $125,391-76.7% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 0.57% | 31.28%-30.7pp | 26.14%-25.6pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,195 | $5,166-76.9% | $4,608-74.1% | $4,866-75.4% |
| Participant deferral / active EE | $1,195 | $6,423-81.4% | $6,026-80.2% | $5,352-77.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |