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 5-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 | $19,851 | $177,572-88.8% | $154,803-87.2% | $142,382-86.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 19.44% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $847 | $4,810-82.4% | $4,305-80.3% | $4,299-80.3% |
| Participant deferral / active EE | $4,091 | $6,272-34.8% | $5,540-26.2% | $6,507-37.1% |
| Admin fee / account holder | $82 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |