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 | $95,125 | $172,478-44.8% | $145,661-34.7% | $142,382-33.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 18.96% | 151.09%-132.1pp | 101.46%-82.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $444 | $4,899-90.9% | $4,238-89.5% | $4,299-89.7% |
| Participant deferral / active EE | $5,180 | $8,348-38.0% | $7,198-28.0% | $6,507-20.4% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |