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 4-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 | $79,558 | $210,648-62.2% | $177,989-55.3% | $145,922-45.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 13.02% | 385.86%-372.8pp | 294.48%-281.5pp | 561.29%-548.3pp |
| Employer contribution / active EE | $395 | $4,565-91.3% | $3,949-90.0% | $4,660-91.5% |
| Participant deferral / active EE | $3,909 | $6,958-43.8% | $6,276-37.7% | $6,688-41.5% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |