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 | $13,661 | $111,754-87.8% | $103,333-86.8% | $145,922-90.6% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 14.11% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $464 | $4,212-89.0% | $3,868-88.0% | $4,660-90.0% |
| Participant deferral / active EE | $3,806 | $5,619-32.3% | $5,057-24.7% | $6,688-43.1% |
| Admin fee / account holder | $51 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |