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 | $23,344 | $99,020-76.4% | $86,590-73.0% | $147,584-84.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.80% | 1312.34%-1300.5pp | 964.84%-953.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $735 | $3,132-76.5% | $2,839-74.1% | $4,876-84.9% |
| Participant deferral / active EE | $51 | $3,972-98.7% | $3,609-98.6% | $5,439-99.1% |
| Admin fee / account holder | $25 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |