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 | $10,971 | $58,208-81.2% | $81,812-86.6% | $80,856-86.4% |
| Participation rate | 75.6% | 63.4%+12.2pp | 72.3%+3.3pp | 67.6%+8.0pp |
| Annual return | 31.51% | 41.66%-10.2pp | 773.79%-742.3pp | 35.59%-4.1pp |
| Employer contribution / active EE | $260 | $2,340-88.9% | $2,912-91.1% | $2,755-90.6% |
| Participant deferral / active EE | $2,322 | $3,281-29.2% | $4,319-46.2% | $4,296-45.9% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |