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 3-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 | $3,498 | $74,888-95.3% | $71,209-95.1% | $142,382-97.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 97.53% | 345.14%-247.6pp | 282.51%-185.0pp | 217.08%-119.5pp |
| Employer contribution / active EE | $585 | $2,854-79.5% | $2,721-78.5% | $4,299-86.4% |
| Participant deferral / active EE | $585 | $4,454-86.9% | $4,175-86.0% | $6,507-91.0% |
| Admin fee / account holder | $209 | $5,568-96.3% | $5,349-96.1% | $12,624-98.3% |