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 7-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 | $75,142 | $159,602-52.9% | $150,045-49.9% | $142,382-47.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.98% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $276 | $4,961-94.4% | $4,693-94.1% | $4,299-93.6% |
| Participant deferral / active EE | $9,109 | $8,310+9.6% | $7,997+13.9% | $6,507+40.0% |
| Admin fee / account holder | $287 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |