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 | $7,039 | $107,452-93.4% | $91,541-92.3% | $142,382-95.1% |
| Participation rate | 94.1% | 75.1%+19.0pp | 69.8%+24.3pp | 80.1%+14.0pp |
| Annual return | 20.02% | 22.06%-2.0pp | 20.50%-0.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,852 | $4,754-40.0% | $4,008-28.8% | $6,507-56.2% |
| Admin fee / account holder | $203 | $8,834-97.7% | $6,956-97.1% | $12,624-98.4% |