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 8-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 | $38,660 | $110,257-64.9% | $96,544-60.0% | $139,434-72.3% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 62.98% | 26.32%+36.7pp | 25.84%+37.1pp | 372.94%-310.0pp |
| Employer contribution / active EE | $791 | $3,620-78.1% | $2,965-73.3% | $4,751-83.3% |
| Participant deferral / active EE | $5,114 | $5,548-7.8% | $4,851+5.4% | $6,710-23.8% |
| Admin fee / account holder | $161 | $11,591-98.6% | $8,252-98.1% | $11,403-98.6% |