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 | $32,136 | $157,256-79.6% | $141,162-77.2% | $152,861-79.0% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 26.11% | 64.32%-38.2pp | 71.39%-45.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $4,545 | $5,261-13.6% | $4,735-4.0% | $4,762-4.6% |
| Participant deferral / active EE | $2,057 | $7,109-71.1% | $6,709-69.3% | $5,850-64.8% |
| Admin fee / account holder | $132 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |