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 | $25,363 | $165,335-84.7% | $149,696-83.1% | $158,922-84.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 26.94% | 348.15%-321.2pp | 276.60%-249.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $1,339 | $5,103-73.8% | $4,644-71.2% | $4,761-71.9% |
| Participant deferral / active EE | $1,857 | $7,181-74.1% | $6,842-72.9% | $5,982-69.0% |
| Admin fee / account holder | $33 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |