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 6-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 | $9,665 | $51,175-81.1% | $70,515-86.3% | $75,163-87.1% |
| Participation rate | 90.2% | 60.9%+29.3pp | 68.3%+21.9pp | 67.2%+23.1pp |
| Annual return | 20.30% | 30.02%-9.7pp | 32.77%-12.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,195 | $1,826+20.2% | $2,973-26.2% | $2,670-17.8% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $134 | $4,091-96.7% | $6,412-97.9% | $5,651-97.6% |