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 3-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 | $26,536 | $106,584-75.1% | $101,326-73.8% | $142,382-81.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 25.86% | 36.93%-11.1pp | 36.82%-11.0pp | 217.08%-191.2pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,614 | $8,297+40.0% | $7,994+45.3% | $6,507+78.5% |
| Admin fee / account holder | $8 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |