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 4-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 | $26,369 | $117,983-77.6% | $101,794-74.1% | $142,382-81.5% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.2%+23.7pp | 80.1%+12.7pp |
| Annual return | 26.93% | 36.92%-10.0pp | 30.53%-3.6pp | 217.08%-190.1pp |
| Employer contribution / active EE | $5,942 | $2,773+114.3% | $2,289+159.6% | $4,299+38.2% |
| Participant deferral / active EE | $363 | $4,714-92.3% | $4,084-91.1% | $6,507-94.4% |
| Admin fee / account holder | $238 | $10,433-97.7% | $8,777-97.3% | $12,624-98.1% |