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 | $25,507 | $154,117-83.4% | $129,995-80.4% | $139,434-81.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 20.17% | 32.48%-12.3pp | -137.18%+157.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,046 | $5,289-80.2% | $4,320-75.8% | $4,751-78.0% |
| Participant deferral / active EE | $5,713 | $6,710-14.9% | $5,820-1.8% | $6,710-14.9% |
| Admin fee / account holder | $134 | $14,007-99.0% | $10,614-98.7% | $11,403-98.8% |