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 9-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 | $21,946 | $54,705-59.9% | $71,209-69.2% | $84,808-74.1% |
| Participation rate | 87.2% | 64.1%+23.1pp | 73.8%+13.4pp | 68.3%+18.9pp |
| Annual return | 19.48% | 35.90%-16.4pp | 282.51%-263.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,664 | $3,030-12.1% | $4,175-36.2% | $4,212-36.7% |
| Admin fee / account holder | $211 | $4,863-95.7% | $5,349-96.1% | $7,344-97.1% |