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 9-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 | $49,766 | $209,411-76.2% | $178,490-72.1% | $158,922-68.7% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 15.25% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $929 | $5,706-83.7% | $5,011-81.5% | $4,761-80.5% |
| Participant deferral / active EE | $4,662 | $5,954-21.7% | $5,202-10.4% | $5,982-22.1% |
| Admin fee / account holder | $172 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |