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 3-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 | $110,529 | $214,378-48.4% | $200,582-44.9% | $142,382-22.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 19.53% | 46.41%-26.9pp | 42.33%-22.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,229 | $6,841-82.0% | $6,419-80.8% | $4,299-71.4% |
| Participant deferral / active EE | $12,336 | $9,865+25.1% | $9,331+32.2% | $6,507+89.6% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |