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 | $76,008 | $201,272-62.2% | $184,203-58.7% | $145,922-47.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.46% | 29.00%-11.5pp | 28.81%-11.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,737 | $7,022-75.3% | $6,427-73.0% | $4,660-62.7% |
| Participant deferral / active EE | $888 | $9,806-90.9% | $9,131-90.3% | $6,688-86.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |