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 8-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 | $38,195 | $152,587-75.0% | $125,175-69.5% | $152,861-75.0% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 22.68% | 54.84%-32.2pp | 43.79%-21.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,509 | $4,946-69.5% | $3,865-61.0% | $4,762-68.3% |
| Participant deferral / active EE | $1,671 | $5,868-71.5% | $4,937-66.2% | $5,850-71.4% |
| Admin fee / account holder | $33 | $13,434-99.8% | $9,702-99.7% | $11,596-99.7% |