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.
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 | $21,755 | $118,849-81.7% | $96,562-77.5% | $167,490-87.0% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.8%+12.0pp | 82.1%-0.3pp |
| Annual return | 15.13% | 50.49%-35.4pp | 37.78%-22.7pp | 478.56%-463.4pp |
| Employer contribution / active EE | $250 | $3,120-92.0% | $2,356-89.4% | $4,837-94.8% |
| Participant deferral / active EE | $2,364 | $4,616-48.8% | $3,849-38.6% | $6,341-62.7% |
| Admin fee / account holder | $89 | $8,065-98.9% | $6,181-98.6% | $12,309-99.3% |