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 6-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 | $35,332 | $148,534-76.2% | $135,903-74.0% | $139,434-74.7% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 14.22% | 79.19%-65.0pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $633 | $5,243-87.9% | $4,856-87.0% | $4,751-86.7% |
| Participant deferral / active EE | $5,447 | $8,100-32.8% | $7,758-29.8% | $6,710-18.8% |
| Admin fee / account holder | $121 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |