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 | $61,359 | $159,602-61.6% | $150,045-59.1% | $142,382-56.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.50% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $697 | $4,961-85.9% | $4,693-85.1% | $4,299-83.8% |
| Participant deferral / active EE | $4,068 | $8,310-51.0% | $7,997-49.1% | $6,507-37.5% |
| Admin fee / account holder | $66 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |