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 | $75,235 | $173,345-56.6% | $136,007-44.7% | $145,922-48.4% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.79% | 1163.32%-1150.5pp | 579.32%-566.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $552 | $5,278-89.5% | $4,217-86.9% | $4,660-88.2% |
| Participant deferral / active EE | $6,440 | $8,699-26.0% | $7,025-8.3% | $6,688-3.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |