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 | $18,410 | $175,202-89.5% | $149,673-87.7% | $139,434-86.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.36% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $996 | $5,474-81.8% | $4,818-79.3% | $4,751-79.0% |
| Participant deferral / active EE | $4,375 | $6,519-32.9% | $5,680-23.0% | $6,710-34.8% |
| Admin fee / account holder | $61 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |