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 10-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 | $77,621 | $124,281-37.5% | $109,143-28.9% | $167,490-53.7% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 55.00% | 26.04%+29.0pp | 25.75%+29.3pp | 478.56%-423.6pp |
| Employer contribution / active EE | $773 | $4,207-81.6% | $3,722-79.2% | $4,837-84.0% |
| Participant deferral / active EE | $1,801 | $5,255-65.7% | $4,653-61.3% | $6,341-71.6% |
| Admin fee / account holder | $298 | $7,970-96.3% | $6,752-95.6% | $12,309-97.6% |