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 8-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 | $32,000 | $72,012-55.6% | $185,823-82.8% | $79,858-59.9% |
| Participation rate | 82.4% | 65.8%+16.6pp | 78.0%+4.3pp | 69.6%+12.7pp |
| Annual return | 250.99% | 23.12%+227.9pp | 35.95%+215.0pp | 31.71%+219.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,150 | $3,779+89.2% | $5,632+27.0% | $3,740+91.2% |
| Admin fee / account holder | $99 | $4,513-97.8% | $9,500-99.0% | $5,306-98.1% |