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 | $28,849 | $157,256-81.7% | $141,162-79.6% | $152,861-81.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 26.33% | 64.32%-38.0pp | 71.39%-45.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $811 | $5,261-84.6% | $4,735-82.9% | $4,762-83.0% |
| Participant deferral / active EE | $7,858 | $7,109+10.5% | $6,709+17.1% | $5,850+34.3% |
| Admin fee / account holder | $239 | $12,120-98.0% | $10,261-97.7% | $11,596-97.9% |