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 | $38,483 | $159,901-75.9% | $146,958-73.8% | $145,922-73.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.35% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,561 | $5,286-51.6% | $4,933-48.1% | $4,660-45.0% |
| Participant deferral / active EE | $1,829 | $8,428-78.3% | $8,070-77.3% | $6,688-72.7% |
| Admin fee / account holder | $299 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |