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 | $46,582 | $159,901-70.9% | $146,958-68.3% | $145,922-68.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 17.12% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.2pp |
| Employer contribution / active EE | $174 | $5,286-96.7% | $4,933-96.5% | $4,660-96.3% |
| Participant deferral / active EE | $4,759 | $8,428-43.5% | $8,070-41.0% | $6,688-28.8% |
| Admin fee / account holder | $110 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |