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 | $40,062 | $175,202-77.1% | $149,673-73.2% | $139,434-71.3% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.7pp |
| Annual return | 12.49% | 166.71%-154.2pp | 134.42%-121.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,057 | $5,474-80.7% | $4,818-78.1% | $4,751-77.8% |
| Participant deferral / active EE | $3,946 | $6,519-39.5% | $5,680-30.5% | $6,710-41.2% |
| Admin fee / account holder | $145 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |