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 5-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.
Employer 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 | $29,593 | $202,432-85.4% | $169,368-82.5% | $139,434-78.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.07% | 531.74%-514.7pp | 405.60%-388.5pp | 372.94%-355.9pp |
| Employer contribution / active EE | $500 | $4,692-89.4% | $4,013-87.6% | $4,751-89.5% |
| Participant deferral / active EE | $8,770 | $6,938+26.4% | $6,221+41.0% | $6,710+30.7% |
| Admin fee / account holder | $96 | $10,708-99.1% | $9,003-98.9% | $11,403-99.2% |