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 9-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 | $23,443 | $157,256-85.1% | $141,162-83.4% | $152,861-84.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 24.76% | 64.32%-39.6pp | 71.39%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $596 | $5,261-88.7% | $4,735-87.4% | $4,762-87.5% |
| Participant deferral / active EE | $4,559 | $7,109-35.9% | $6,709-32.0% | $5,850-22.1% |
| Admin fee / account holder | $211 | $12,120-98.3% | $10,261-97.9% | $11,596-98.2% |