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 | $24,058 | $165,335-85.4% | $149,696-83.9% | $158,922-84.9% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 30.21% | 348.15%-317.9pp | 276.60%-246.4pp | 302.83%-272.6pp |
| Employer contribution / active EE | $1,334 | $5,103-73.8% | $4,644-71.3% | $4,761-72.0% |
| Participant deferral / active EE | $2,028 | $7,181-71.8% | $6,842-70.4% | $5,982-66.1% |
| Admin fee / account holder | $278 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |