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 | $24,448 | $77,419-68.4% | $69,455-64.8% | $152,861-84.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.4%+3.3pp |
| Annual return | 18.76% | 39.06%-20.3pp | 28.97%-10.2pp | 345.32%-326.6pp |
| Employer contribution / active EE | $754 | $3,315-77.3% | $2,779-72.9% | $4,762-84.2% |
| Participant deferral / active EE | $754 | $4,414-82.9% | $3,535-78.7% | $5,850-87.1% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |