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 7-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 | $28,741 | $77,503-62.9% | $100,391-71.4% | $80,856-64.5% |
| Participation rate | 70.8% | 76.9%-6.2pp | 81.5%-10.7pp | 67.6%+3.1pp |
| Annual return | 16.52% | 37.20%-20.7pp | 49.20%-32.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,828 | $2,801-34.7% | $3,942-53.6% | $2,755-33.6% |
| Participant deferral / active EE | $1,959 | $6,820-71.3% | $8,082-75.8% | $4,296-54.4% |
| Admin fee / account holder | $270 | $5,897-95.4% | $7,899-96.6% | $6,918-96.1% |