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 | $21,304 | $183,519-88.4% | $155,509-86.3% | $145,922-85.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 16.81% | 61.17%-44.4pp | 64.67%-47.9pp | 561.29%-544.5pp |
| Employer contribution / active EE | $840 | $5,313-84.2% | $4,672-82.0% | $4,660-82.0% |
| Participant deferral / active EE | $2,892 | $6,462-55.2% | $5,626-48.6% | $6,688-56.7% |
| Admin fee / account holder | $293 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |