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 | $37,861 | $175,202-78.4% | $149,673-74.7% | $139,434-72.8% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 21.52% | 166.71%-145.2pp | 134.42%-112.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,077 | $5,474-80.3% | $4,818-77.7% | $4,751-77.3% |
| Participant deferral / active EE | $4,207 | $6,519-35.5% | $5,680-25.9% | $6,710-37.3% |
| Admin fee / account holder | $193 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |