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 | $25,058 | $165,335-84.8% | $149,696-83.3% | $158,922-84.2% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 28.65% | 348.15%-319.5pp | 276.60%-248.0pp | 302.83%-274.2pp |
| Employer contribution / active EE | $842 | $5,103-83.5% | $4,644-81.9% | $4,761-82.3% |
| Participant deferral / active EE | $6,872 | $7,181-4.3% | $6,842+0.4% | $5,982+14.9% |
| Admin fee / account holder | $79 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |