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 | $33,272 | $209,411-84.1% | $178,490-81.4% | $158,922-79.1% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 360.91% | 188.75%+172.2pp | 151.07%+209.8pp | 302.83%+58.1pp |
| Employer contribution / active EE | $393 | $5,706-93.1% | $5,011-92.2% | $4,761-91.7% |
| Participant deferral / active EE | $4,578 | $5,954-23.1% | $5,202-12.0% | $5,982-23.5% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |