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 | $44,684 | $114,381-60.9% | $107,525-58.4% | $142,382-68.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.71% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $291 | $4,015-92.8% | $3,754-92.3% | $4,299-93.2% |
| Participant deferral / active EE | $3,634 | $5,564-34.7% | $5,116-29.0% | $6,507-44.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |