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 | $7,185 | $90,348-92.0% | $75,972-90.5% | $145,922-95.1% |
| Participation rate | 90.5% | 74.5%+16.0pp | 69.1%+21.4pp | 80.3%+10.2pp |
| Annual return | 11.94% | 620.88%-608.9pp | 359.55%-347.6pp | 561.29%-549.3pp |
| Employer contribution / active EE | $392 | $3,311-88.2% | $2,685-85.4% | $4,660-91.6% |
| Participant deferral / active EE | $2,205 | $5,162-57.3% | $4,255-48.2% | $6,688-67.0% |
| Admin fee / account holder | $239 | $8,467-97.2% | $6,467-96.3% | $13,397-98.2% |