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 | $29,259 | $148,534-80.3% | $135,903-78.5% | $139,434-79.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.60% | 79.19%-59.6pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,632 | $5,243-68.9% | $4,856-66.4% | $4,751-65.7% |
| Participant deferral / active EE | $2,201 | $8,100-72.8% | $7,758-71.6% | $6,710-67.2% |
| Admin fee / account holder | $113 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |