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 | $27,969 | $165,335-83.1% | $149,696-81.3% | $158,922-82.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 38.21% | 348.15%-309.9pp | 276.60%-238.4pp | 302.83%-264.6pp |
| Employer contribution / active EE | $1,055 | $5,103-79.3% | $4,644-77.3% | $4,761-77.9% |
| Participant deferral / active EE | $1,291 | $7,181-82.0% | $6,842-81.1% | $5,982-78.4% |
| Admin fee / account holder | $144 | $10,807-98.7% | $9,309-98.5% | $11,246-98.7% |