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 | $124,540 | $159,602-22.0% | $150,045-17.0% | $142,382-12.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.87% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,090 | $4,961-78.0% | $4,693-76.8% | $4,299-74.7% |
| Participant deferral / active EE | $2,196 | $8,310-73.6% | $7,997-72.5% | $6,507-66.2% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |