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 10-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 | $33,986 | $214,378-84.1% | $200,582-83.1% | $142,382-76.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 19.42% | 46.41%-27.0pp | 42.33%-22.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $898 | $6,841-86.9% | $6,419-86.0% | $4,299-79.1% |
| Participant deferral / active EE | $6,073 | $9,865-38.4% | $9,331-34.9% | $6,507-6.7% |
| Admin fee / account holder | $129 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |