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 5-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 | $32,647 | $114,381-71.5% | $107,525-69.6% | $142,382-77.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 14.83% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | -$21 | $4,015-100.5% | $3,754-100.5% | $4,299-100.5% |
| Participant deferral / active EE | $6,891 | $5,564+23.8% | $5,116+34.7% | $6,507+5.9% |
| Admin fee / account holder | $186 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |