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 5-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 | $72,416 | $123,909-41.6% | $69,647+4.0% | $145,922-50.4% |
| Participation rate | 88.9% | 69.2%+19.7pp | 66.5%+22.4pp | 80.3%+8.6pp |
| Annual return | 19.51% | 190.55%-171.0pp | 100.48%-81.0pp | 561.29%-541.8pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $12,473 | $4,236+194.5% | $2,886+332.2% | $6,688+86.5% |
| Admin fee / account holder | $19 | $7,863-99.8% | $4,713-99.6% | $13,397-99.9% |