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 4-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 | $37,745 | $108,919-65.3% | $100,391-62.4% | $145,922-74.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.18% | 57.88%-43.7pp | 49.20%-35.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,112 | $4,419-74.8% | $3,942-71.8% | $4,660-76.1% |
| Participant deferral / active EE | $2,043 | $8,445-75.8% | $8,082-74.7% | $6,688-69.5% |
| Admin fee / account holder | $158 | $9,689-98.4% | $7,899-98.0% | $13,397-98.8% |