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 | $8,510 | $104,974-91.9% | $95,585-91.1% | $142,382-94.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 18.29% | 210.33%-192.0pp | 38.56%-20.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $232 | $2,779-91.7% | $2,527-90.8% | $4,299-94.6% |
| Participant deferral / active EE | $2,690 | $4,352-38.2% | $4,023-33.1% | $6,507-58.7% |
| Admin fee / account holder | $50 | $6,386-99.2% | $6,127-99.2% | $12,624-99.6% |