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 | $37,538 | $110,257-66.0% | $96,544-61.1% | $139,434-73.1% |
| Participation rate | 76.2% | 78.1%-1.9pp | 76.0%+0.2pp | 80.3%-4.1pp |
| Annual return | 18.50% | 26.32%-7.8pp | 25.84%-7.3pp | 372.94%-354.4pp |
| Employer contribution / active EE | $582 | $3,620-83.9% | $2,965-80.4% | $4,751-87.8% |
| Participant deferral / active EE | $5,205 | $5,548-6.2% | $4,851+7.3% | $6,710-22.4% |
| Admin fee / account holder | $47 | $11,591-99.6% | $8,252-99.4% | $11,403-99.6% |