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 7-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 | $30,386 | $162,781-81.3% | $133,956-77.3% | $158,922-80.9% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 47.84% | 41.94%+5.9pp | 45.09%+2.7pp | 302.83%-255.0pp |
| Employer contribution / active EE | $760 | $4,975-84.7% | $3,919-80.6% | $4,761-84.0% |
| Participant deferral / active EE | $9,028 | $5,911+52.7% | $5,048+78.9% | $5,982+50.9% |
| Admin fee / account holder | $11 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |