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 | $3,302 | $54,705-94.0% | $71,209-95.4% | $84,808-96.1% |
| Participation rate | 86.8% | 64.1%+22.7pp | 73.8%+13.0pp | 68.3%+18.5pp |
| Annual return | 20.76% | 35.90%-15.1pp | 282.51%-261.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $241 | $2,158-88.8% | $2,721-91.1% | $2,631-90.8% |
| Participant deferral / active EE | $580 | $3,030-80.9% | $4,175-86.1% | $4,212-86.2% |
| Admin fee / account holder | $22 | $4,863-99.5% | $5,349-99.6% | $7,344-99.7% |