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 3-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 | $15,540 | $111,724-86.1% | $93,606-83.4% | $145,922-89.4% |
| Participation rate | 84.2% | 74.2%+10.0pp | 68.7%+15.5pp | 80.3%+3.9pp |
| Annual return | 13.51% | 202.98%-189.5pp | 133.20%-119.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $282 | $3,090-90.9% | $2,420-88.4% | $4,660-94.0% |
| Participant deferral / active EE | $4,908 | $4,912-0.1% | $4,411+11.3% | $6,688-26.6% |
| Admin fee / account holder | $180 | $10,250-98.2% | $8,285-97.8% | $13,397-98.7% |