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 | $39,877 | $185,822-78.5% | $169,993-76.5% | $139,434-71.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.54% | 60.50%-40.0pp | 53.37%-32.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $5,442 | $7,590-28.3% | $6,785-19.8% | $4,751+14.5% |
| Participant deferral / active EE | $1,000 | $11,622-91.4% | $10,408-90.4% | $6,710-85.1% |
| Admin fee / account holder | $214 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |