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 | $27,921 | $214,378-87.0% | $200,582-86.1% | $142,382-80.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 230.13% | 46.41%+183.7pp | 42.33%+187.8pp | 217.08%+13.1pp |
| Employer contribution / active EE | $2,047 | $6,841-70.1% | $6,419-68.1% | $4,299-52.4% |
| Participant deferral / active EE | $2,615 | $9,865-73.5% | $9,331-72.0% | $6,507-59.8% |
| Admin fee / account holder | $130 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |