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 6-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 | $22,833 | $69,207-67.0% | $64,056-64.4% | $139,434-83.6% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 12.40% | 45.88%-33.5pp | 33.69%-21.3pp | 372.94%-360.5pp |
| Employer contribution / active EE | $178 | $3,182-94.4% | $2,747-93.5% | $4,751-96.3% |
| Participant deferral / active EE | $1,170 | $4,682-75.0% | $3,880-69.9% | $6,710-82.6% |
| Admin fee / account holder | $64 | $4,244-98.5% | $3,068-97.9% | $11,403-99.4% |