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 3-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 | $4,663 | $104,974-95.6% | $95,585-95.1% | $142,382-96.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 25.83% | 210.33%-184.5pp | 38.56%-12.7pp | 217.08%-191.2pp |
| Employer contribution / active EE | $410 | $2,779-85.2% | $2,527-83.8% | $4,299-90.5% |
| Participant deferral / active EE | $527 | $4,352-87.9% | $4,023-86.9% | $6,507-91.9% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |