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 8-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 | $76,346 | $159,901-52.3% | $146,958-48.0% | $145,922-47.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 16.77% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $5,766 | $5,286+9.1% | $4,933+16.9% | $4,660+23.7% |
| Participant deferral / active EE | $1,317 | $8,428-84.4% | $8,070-83.7% | $6,688-80.3% |
| Admin fee / account holder | $215 | $15,044-98.6% | $12,998-98.3% | $13,397-98.4% |