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 5-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 | $140,484 | $217,402-35.4% | $185,823-24.4% | $167,490-16.1% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $457 | $5,873-92.2% | $5,167-91.2% | $4,837-90.6% |
| Participant deferral / active EE | $6,246 | $6,356-1.7% | $5,568+12.2% | $6,341-1.5% |
| Admin fee / account holder | $19 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |