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 9-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 | $36,489 | $209,411-82.6% | $178,490-79.6% | $158,922-77.0% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 15.15% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $414 | $5,706-92.7% | $5,011-91.7% | $4,761-91.3% |
| Participant deferral / active EE | $8,136 | $5,954+36.6% | $5,202+56.4% | $5,982+36.0% |
| Admin fee / account holder | $149 | $17,074-99.1% | $13,984-98.9% | $11,246-98.7% |