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 3-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 | $56,596 | $201,272-71.9% | $184,203-69.3% | $145,922-61.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 43.28% | 29.00%+14.3pp | 28.81%+14.5pp | 561.29%-518.0pp |
| Employer contribution / active EE | $984 | $7,022-86.0% | $6,427-84.7% | $4,660-78.9% |
| Participant deferral / active EE | $5,579 | $9,806-43.1% | $9,131-38.9% | $6,688-16.6% |
| Admin fee / account holder | $21 | $16,364-99.9% | $13,901-99.9% | $13,397-99.8% |