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 5-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 | $24,269 | $183,519-86.8% | $155,509-84.4% | $145,922-83.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.35% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,782 | $5,313-28.8% | $4,672-19.1% | $4,660-18.8% |
| Participant deferral / active EE | $1,750 | $6,462-72.9% | $5,626-68.9% | $6,688-73.8% |
| Admin fee / account holder | $193 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |