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 | $23,520 | $165,335-85.8% | $149,696-84.3% | $158,922-85.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.60% | 348.15%-332.5pp | 276.60%-261.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $634 | $5,103-87.6% | $4,644-86.4% | $4,761-86.7% |
| Participant deferral / active EE | $3,720 | $7,181-48.2% | $6,842-45.6% | $5,982-37.8% |
| Admin fee / account holder | $67 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |