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 | $26,917 | $817,678-96.7% | $392,568-93.1% | $152,861-82.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 28.78% | 22.84%+5.9pp | 24.42%+4.4pp | 345.32%-316.5pp |
| Employer contribution / active EE | $624 | $5,502-88.7% | $3,783-83.5% | $4,762-86.9% |
| Participant deferral / active EE | $7,280 | $8,398-13.3% | $5,985+21.6% | $5,850+24.4% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |