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 5-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 | $11,473 | $70,756-83.8% | $65,493-82.5% | $142,382-91.9% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 18.66% | 1754.89%-1736.2pp | 982.45%-963.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $740 | $2,881-74.3% | $2,574-71.3% | $4,299-82.8% |
| Participant deferral / active EE | $751 | $4,637-83.8% | $3,961-81.0% | $6,507-88.5% |
| Admin fee / account holder | $73 | $6,559-98.9% | $5,028-98.6% | $12,624-99.4% |