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 | $11,550 | $111,754-89.7% | $103,333-88.8% | $145,922-92.1% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 48.66% | 24.77%+23.9pp | 24.88%+23.8pp | 561.29%-512.6pp |
| Employer contribution / active EE | $564 | $4,212-86.6% | $3,868-85.4% | $4,660-87.9% |
| Participant deferral / active EE | $1,813 | $5,619-67.7% | $5,057-64.2% | $6,688-72.9% |
| Admin fee / account holder | $17 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |