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 | $15,919 | $96,635-83.5% | $86,612-81.6% | $139,434-88.6% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 19.61% | 106.41%-86.8pp | 591.07%-571.5pp | 372.94%-353.3pp |
| Employer contribution / active EE | $208 | $3,263-93.6% | $3,022-93.1% | $4,751-95.6% |
| Participant deferral / active EE | $2,060 | $4,836-57.4% | $4,438-53.6% | $6,710-69.3% |
| Admin fee / account holder | $62 | $6,408-99.0% | $5,614-98.9% | $11,403-99.5% |