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 6-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 | $22,619 | $106,584-78.8% | $101,326-77.7% | $142,382-84.1% |
| Participation rate | 94.1% | 82.7%+11.4pp | 81.5%+12.6pp | 80.1%+14.0pp |
| Annual return | 18.03% | 36.93%-18.9pp | 36.82%-18.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,095 | $8,297-74.8% | $7,994-73.8% | $6,507-67.8% |
| Admin fee / account holder | $171 | $11,446-98.5% | $11,185-98.5% | $12,624-98.6% |