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 6-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 | $7,517 | $53,516-86.0% | $126,539-94.1% | $84,808-91.1% |
| Participation rate | 88.9% | 58.2%+30.6pp | 69.8%+19.1pp | 68.3%+20.6pp |
| Annual return | 18.84% | 58.34%-39.5pp | 425.95%-407.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,739 | $2,671+2.6% | $4,083-32.9% | $4,212-35.0% |
| Admin fee / account holder | $281 | $4,497-93.8% | $6,065-95.4% | $7,344-96.2% |