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 8-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 | $35,226 | $138,065-74.5% | $123,544-71.5% | $135,375-74.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,244 | $5,151-75.9% | $4,628-73.1% | $4,779-74.0% |
| Participant deferral / active EE | $1,838 | $6,799-73.0% | $6,426-71.4% | $5,609-67.2% |
| Admin fee / account holder | $55 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |