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 | $34,952 | $209,411-83.3% | $178,490-80.4% | $158,922-78.0% |
| Participation rate | 95.5% | 86.3%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 13.76% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,255 | $5,706-60.5% | $5,011-55.0% | $4,761-52.6% |
| Participant deferral / active EE | $1,470 | $5,954-75.3% | $5,202-71.7% | $5,982-75.4% |
| Admin fee / account holder | $276 | $17,074-98.4% | $13,984-98.0% | $11,246-97.5% |