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 | $143,106 | $228,332-37.3% | $185,823-23.0% | $158,922-10.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.82% | 40.80%-29.0pp | 35.95%-24.1pp | 302.83%-291.0pp |
| Employer contribution / active EE | $163 | $4,967-96.7% | $4,087-96.0% | $4,761-96.6% |
| Participant deferral / active EE | $8,849 | $6,415+38.0% | $5,632+57.1% | $5,982+47.9% |
| Admin fee / account holder | $8 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |