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 5-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 | $24,819 | $127,065-80.5% | $113,168-78.1% | $142,382-82.6% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 21.52% | 24.03%-2.5pp | 24.27%-2.7pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,528 | $3,442-55.6% | $2,975-48.7% | $4,299-64.5% |
| Participant deferral / active EE | $1,010 | $5,716-82.3% | $5,107-80.2% | $6,507-84.5% |
| Admin fee / account holder | $209 | $15,736-98.7% | $12,068-98.3% | $12,624-98.3% |