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 | $21,107 | $176,056-88.0% | $159,436-86.8% | $167,490-87.4% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 29.72% | 331.75%-302.0pp | 263.57%-233.9pp | 478.56%-448.8pp |
| Employer contribution / active EE | $892 | $5,297-83.2% | $4,829-81.5% | $4,837-81.6% |
| Participant deferral / active EE | $4,927 | $7,750-36.4% | $7,352-33.0% | $6,341-22.3% |
| Admin fee / account holder | $104 | $12,554-99.2% | $10,799-99.0% | $12,309-99.2% |