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 5-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 | $20,790 | $53,516-61.2% | $126,539-83.6% | $84,808-75.5% |
| Participation rate | 71.6% | 58.2%+13.4pp | 69.8%+1.8pp | 68.3%+3.3pp |
| Annual return | 18.05% | 58.34%-40.3pp | 425.95%-407.9pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,809 | $1,535+213.3% | $3,674+30.9% | $2,631+82.8% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $166 | $4,497-96.3% | $6,065-97.3% | $7,344-97.7% |