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 7-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 | $58,490 | $168,632-65.3% | $147,614-60.4% | $125,391-53.4% |
| Participation rate | 73.3% | 88.8%-15.4pp | 84.6%-11.3pp | 83.2%-9.9pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,163 | $6,252-81.4% | $5,564-79.1% | $4,866-76.1% |
| Participant deferral / active EE | $2,070 | $5,507-62.4% | $4,895-57.7% | $5,352-61.3% |
| Admin fee / account holder | $48 | $13,580-99.6% | $11,611-99.6% | $9,540-99.5% |