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 | $22,393 | $61,774-63.7% | $97,226-77.0% | $80,856-72.3% |
| Participation rate | 79.6% | 63.5%+16.1pp | 72.7%+6.9pp | 67.6%+12.0pp |
| Annual return | 16.36% | -557.90%+574.3pp | 75.13%-58.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $157 | $1,837-91.5% | $2,729-94.2% | $2,755-94.3% |
| Participant deferral / active EE | $2,215 | $3,029-26.9% | $4,264-48.0% | $4,296-48.4% |
| Admin fee / account holder | $296 | $5,166-94.3% | $5,654-94.8% | $6,918-95.7% |