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 | $24,151 | $175,202-86.2% | $149,673-83.9% | $139,434-82.7% |
| Participation rate | 95.0% | 83.4%+11.6pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 18.32% | 166.71%-148.4pp | 134.42%-116.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $90 | $5,474-98.4% | $4,818-98.1% | $4,751-98.1% |
| Participant deferral / active EE | $3,400 | $6,519-47.8% | $5,680-40.1% | $6,710-49.3% |
| Admin fee / account holder | $24 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |