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 | $17,400 | $127,264-86.3% | $109,895-84.2% | $167,490-89.6% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.2%+18.6pp | 82.1%+10.8pp |
| Annual return | 14.75% | 22.97%-8.2pp | 29.45%-14.7pp | 478.56%-463.8pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,346 | $4,514-3.7% | $4,048+7.4% | $6,341-31.5% |
| Admin fee / account holder | $143 | $7,114-98.0% | $6,066-97.6% | $12,309-98.8% |