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 | $34,675 | $159,901-78.3% | $146,958-76.4% | $145,922-76.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 10.77% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,708 | $5,286-67.7% | $4,933-65.4% | $4,660-63.3% |
| Participant deferral / active EE | $1,609 | $8,428-80.9% | $8,070-80.1% | $6,688-75.9% |
| Admin fee / account holder | $268 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |