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 7-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 | $34,248 | $165,335-79.3% | $149,696-77.1% | $158,922-78.4% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 119498.53% | 348.15%+119150.4pp | 276.60%+119221.9pp | 302.83%+119195.7pp |
| Employer contribution / active EE | $745 | $5,103-85.4% | $4,644-84.0% | $4,761-84.3% |
| Participant deferral / active EE | $5,374 | $7,181-25.2% | $6,842-21.5% | $5,982-10.2% |
| Admin fee / account holder | $170 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |