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 | $27,182 | $177,572-84.7% | $154,803-82.4% | $142,382-80.9% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 17.98% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $274 | $4,810-94.3% | $4,305-93.6% | $4,299-93.6% |
| Participant deferral / active EE | $1,850 | $6,272-70.5% | $5,540-66.6% | $6,507-71.6% |
| Admin fee / account holder | $106 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |