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 3-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 | $48,783 | $214,378-77.2% | $200,582-75.7% | $142,382-65.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 12.43% | 46.41%-34.0pp | 42.33%-29.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,356 | $6,841-80.2% | $6,419-78.9% | $4,299-68.5% |
| Participant deferral / active EE | $9,338 | $9,865-5.3% | $9,331+0.1% | $6,507+43.5% |
| Admin fee / account holder | $82 | $17,692-99.5% | $16,305-99.5% | $12,624-99.4% |