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 | $18,966 | $100,773-81.2% | $88,946-78.7% | $142,382-86.7% |
| Participation rate | 72.7% | 74.3%-1.6pp | 68.8%+3.9pp | 80.1%-7.4pp |
| Annual return | 17.46% | 70.18%-52.7pp | 57.82%-40.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $135 | $2,918-95.4% | $2,555-94.7% | $4,299-96.9% |
| Participant deferral / active EE | $2,090 | $5,230-60.0% | $4,581-54.4% | $6,507-67.9% |
| Admin fee / account holder | $111 | $9,693-98.9% | $8,261-98.7% | $12,624-99.1% |