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 | $20,976 | $159,602-86.9% | $150,045-86.0% | $142,382-85.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 18.50% | 70.24%-51.7pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $344 | $4,961-93.1% | $4,693-92.7% | $4,299-92.0% |
| Participant deferral / active EE | $3,891 | $8,310-53.2% | $7,997-51.3% | $6,507-40.2% |
| Admin fee / account holder | $19 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |