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 3-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 | $35,366 | $108,919-67.5% | $100,391-64.8% | $145,922-75.8% |
| Participation rate | 84.6% | 82.9%+1.7pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 27.48% | 57.88%-30.4pp | 49.20%-21.7pp | 561.29%-533.8pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $12,651 | $8,445+49.8% | $8,082+56.5% | $6,688+89.2% |
| Admin fee / account holder | $165 | $9,689-98.3% | $7,899-97.9% | $13,397-98.8% |