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 | $24,010 | $118,849-79.8% | $96,562-75.1% | $167,490-85.7% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 19.77% | 50.49%-30.7pp | 37.78%-18.0pp | 478.56%-458.8pp |
| Employer contribution / active EE | $142 | $3,120-95.5% | $2,356-94.0% | $4,837-97.1% |
| Participant deferral / active EE | $4,709 | $4,616+2.0% | $3,849+22.4% | $6,341-25.7% |
| Admin fee / account holder | $153 | $8,065-98.1% | $6,181-97.5% | $12,309-98.8% |