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 | $45,201 | $111,754-59.6% | $103,333-56.3% | $145,922-69.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 434.66% | 24.77%+409.9pp | 24.88%+409.8pp | 561.29%-126.6pp |
| Employer contribution / active EE | $583 | $4,212-86.2% | $3,868-84.9% | $4,660-87.5% |
| Participant deferral / active EE | $5,068 | $5,619-9.8% | $5,057+0.2% | $6,688-24.2% |
| Admin fee / account holder | $217 | $9,750-97.8% | $8,355-97.4% | $13,397-98.4% |