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.
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 | $29,354 | $165,984-82.3% | $164,813-82.2% | $145,922-79.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 17.91% | 100.03%-82.1pp | 69.93%-52.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $887 | $5,273-83.2% | $4,341-79.6% | $4,660-81.0% |
| Participant deferral / active EE | $6,697 | $6,959-3.8% | $6,031+11.0% | $6,688+0.1% |
| Admin fee / account holder | $38 | $16,648-99.8% | $12,690-99.7% | $13,397-99.7% |