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 7-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 | $10,792 | $111,754-90.3% | $103,333-89.6% | $145,922-92.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.82% | 24.77%-11.9pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $782 | $4,212-81.4% | $3,868-79.8% | $4,660-83.2% |
| Participant deferral / active EE | $2,549 | $5,619-54.6% | $5,057-49.6% | $6,688-61.9% |
| Admin fee / account holder | $42 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |