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 | $31,712 | $85,022-62.7% | $70,515-55.0% | $139,434-77.3% |
| Participation rate | 90.0% | 73.9%+16.1pp | 68.3%+21.7pp | 80.3%+9.7pp |
| Annual return | 19.51% | 30.38%-10.9pp | 32.77%-13.3pp | 372.94%-353.4pp |
| Employer contribution / active EE | $121 | $3,909-96.9% | $2,973-95.9% | $4,751-97.4% |
| Participant deferral / active EE | $2,027 | $5,890-65.6% | $4,567-55.6% | $6,710-69.8% |
| Admin fee / account holder | $278 | $8,906-96.9% | $6,412-95.7% | $11,403-97.6% |