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 | $90,595 | $214,378-57.7% | $200,582-54.8% | $142,382-36.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.76% | 46.41%-34.6pp | 42.33%-30.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $513 | $6,841-92.5% | $6,419-92.0% | $4,299-88.1% |
| Participant deferral / active EE | $9,285 | $9,865-5.9% | $9,331-0.5% | $6,507+42.7% |
| Admin fee / account holder | $121 | $17,692-99.3% | $16,305-99.3% | $12,624-99.0% |