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 9-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 | $74,603 | $181,894-59.0% | $156,549-52.3% | $273,961-72.8% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 4.49% | 30.74%-26.3pp | 32.23%-27.7pp | 41.45%-37.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,871 | $5,550-12.2% | $4,8710% | $5,287-7.9% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |