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 | $28,991 | $95,266-69.6% | $82,389-64.8% | $142,382-79.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.06% | 25.74%-12.7pp | 28.67%-15.6pp | 217.08%-204.0pp |
| Employer contribution / active EE | $351 | $2,991-88.3% | $2,517-86.1% | $4,299-91.8% |
| Participant deferral / active EE | $5,258 | $4,809+9.3% | $4,155+26.6% | $6,507-19.2% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |