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 | $49,095 | $209,411-76.6% | $178,490-72.5% | $158,922-69.1% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 8.04% | 188.75%-180.7pp | 151.07%-143.0pp | 302.83%-294.8pp |
| Employer contribution / active EE | $6,836 | $5,706+19.8% | $5,011+36.4% | $4,761+43.6% |
| Participant deferral / active EE | $923 | $5,954-84.5% | $5,202-82.3% | $5,982-84.6% |
| Admin fee / account holder | $2 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |