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 | $145,779 | $183,519-20.6% | $155,509-6.3% | $145,922-0.1% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 8502.34% | 61.17%+8441.2pp | 64.67%+8437.7pp | 561.29%+7941.1pp |
| Employer contribution / active EE | $594 | $5,313-88.8% | $4,672-87.3% | $4,660-87.2% |
| Participant deferral / active EE | $4,471 | $6,462-30.8% | $5,626-20.5% | $6,688-33.1% |
| Admin fee / account holder | $9 | $19,313-100.0% | $15,912-99.9% | $13,397-99.9% |