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 5-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 | $30,402 | $159,901-81.0% | $146,958-79.3% | $145,922-79.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 25.05% | 98.13%-73.1pp | 418.34%-393.3pp | 561.29%-536.2pp |
| Employer contribution / active EE | $858 | $5,286-83.8% | $4,933-82.6% | $4,660-81.6% |
| Participant deferral / active EE | $6,124 | $8,428-27.3% | $8,070-24.1% | $6,688-8.4% |
| Admin fee / account holder | $257 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |