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 8-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 | $36,137 | $105,181-65.6% | $159,436-77.3% | $85,850-57.9% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.8%+5.6pp | 69.3%+19.1pp |
| Annual return | 27.61% | 45.07%-17.5pp | 263.57%-236.0pp | 318.53%-290.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,838 | $5,945+115.9% | $7,352+74.6% | $3,952+224.9% |
| Admin fee / account holder | $161 | $6,933-97.7% | $10,799-98.5% | $6,260-97.4% |