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 | $22,724 | $159,901-85.8% | $146,958-84.5% | $145,922-84.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 19.82% | 98.13%-78.3pp | 418.34%-398.5pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,677 | $5,286-68.3% | $4,933-66.0% | $4,660-64.0% |
| Participant deferral / active EE | $2,379 | $8,428-71.8% | $8,070-70.5% | $6,688-64.4% |
| Admin fee / account holder | $294 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |