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 | $38,058 | $107,334-64.5% | $92,893-59.0% | $152,861-75.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 23.83% | 145.58%-121.7pp | 109.41%-85.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $421 | $4,221-90.0% | $3,653-88.5% | $4,762-91.2% |
| Participant deferral / active EE | $7,082 | $4,845+46.2% | $4,236+67.2% | $5,850+21.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |