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 4-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 | $37,633 | $183,519-79.5% | $155,509-75.8% | $145,922-74.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.86% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $997 | $5,313-81.2% | $4,672-78.7% | $4,660-78.6% |
| Participant deferral / active EE | $6,135 | $6,462-5.1% | $5,626+9.0% | $6,688-8.3% |
| Admin fee / account holder | $97 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |