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 | $66,814 | $157,256-57.5% | $141,162-52.7% | $152,861-56.3% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 17.10% | 64.32%-47.2pp | 71.39%-54.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,639 | $5,261-68.8% | $4,735-65.4% | $4,762-65.6% |
| Participant deferral / active EE | $1,764 | $7,109-75.2% | $6,709-73.7% | $5,850-69.8% |
| Admin fee / account holder | $1 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |